AllianceBern Value B (ABVBX)
11.69 0.02(0.17%) May 21
* As of 28-Feb-13
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.21%|
Performance & Risk
|5y Avg Return:||0.12%|
|Rank in Category (ytd):||21|
|% Rank in Category (ytd):||1.65%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital.
The fund invests primarily in a diversified portfolio of equity securities of U.S. companies, generally representing approximately 95-150 companies, with relatively large market capitalizations that the Adviser believes are undervalued. It may enter into derivatives transactions. The fund may use options strategies involving the purchase and/or writing of various combinations of call and/or put options. It may, at times, invest in shares of ETFs in lieu of making direct investments in equity securities. View More