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AllianceBern Balance Wealth Strat C (ABWCX)

On Feb 9: 10.48 USD  Up 0.10 (0.96%)  
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ALLIANCEBERNSTEIN BALANCED WEAL Delayed quote dataEdit
Net Asset Value: 10.48
Trade Time: Feb 9
Change: Up 0.10 (0.96%)
Prev Close: 10.48
YTD Return*: -2.77%
Net Assets*: 471.28M
Yield*: 2.13%
* As of 31-Jan-10
AllianceBern Balance Wealth Strat C (ABWCX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 471.28M
Category: Moderate Allocation
Total Expense Ratio: 1.76%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.77%
5y Avg Return: 1.69%
Rank in Category (ytd): 1059
% Rank in Category (ytd): 84.99%
Beta (3y): 1.27
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks to achieve the highest total return. The fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. The advisor targets a weighting of 60% of the underlying portfolios that invest primarily in equity securities and 40% of the underlying portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility.
Fund Profile


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