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AllianceBern Balance Wealth Strat R (ABWRX)

On Nov 24: 10.80 USD  Down 0.04 (0.37%)  
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ALLIANCEBERNSTEIN BALANCED WEAL Delayed quote dataEdit
Net Asset Value: 10.80
Trade Time: Nov 24
Change: Down 0.04 (0.37%)
Prev Close: 10.80
YTD Return*: 23.59%
Net Assets*: 23.54M
Yield*: 2.18%
* As of 31-Oct-09
AllianceBern Balance Wealth Strat R (ABWRX)
3m  6m  1y  2y  5y  max 
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31-Oct-09
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 23.54M
Category: Moderate Allocation
Total Expense Ratio: 1.35%
Fund Profile - Holdings


31-Oct-09
PERFORMANCE & RISK
YTD Return: 23.59%
5y Avg Return: 2.40%
Rank in Category (ytd): 157
% Rank in Category (ytd): 12.96%
Beta (3y): 1.29
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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