AllianceBern Large Cap Growth I (ALLIX)
33.99
0.42(1.22%) May 22
| Prev Close: | 34.41 |
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| YTD Return*: | 9.12% |
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| Net Assets*: | 1.75B |
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| Yield*: | N/A |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for ALLIX at this time.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 1.75B |
| Category: | Large Growth |
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| Annual Report Expense Ratio (net): | 0.87% |
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Performance & Risk
| YTD Return: | 9.12% |
| 5y Avg Return: | 9.87% |
| Rank in Category (ytd): | 37 |
| % Rank in Category (ytd): | 2.13% |
| Beta (3y): | 1.17 |
| Morningstar Risk Rating: | 4 |
Fund Summary
The investment seeks long-term growth of capital.
The fund normally invests at least 80% of its net assets in common stocks of large-capitalization companies with market capitalizations of at least $5 billion at the time of purchase. It invests in approximately 50-70 companies. The Adviser expects that normally the fund's portfolio will tend to emphasize investments in securities issued by U.S. companies, although it may invest in foreign securities. The fund may, at times, invest in shares of ETFs in lieu of making direct investments in securities.
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