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AllianceBern Balance Wealth Strat R (ABWRX)

On Feb 9: 10.50 USD  Up 0.10 (0.96%)  
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ALLIANCEBERNSTEIN BALANCED WEAL Delayed quote dataEdit
Net Asset Value: 10.50
Trade Time: Feb 9
Change: Up 0.10 (0.96%)
Prev Close: 10.50
YTD Return*: -2.67%
Net Assets*: 24.78M
Yield*: 2.51%
* As of 31-Jan-10
AllianceBern Balance Wealth Strat R (ABWRX)
3m  6m  1y  2y  5y  max 
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 24.78M
Category: Moderate Allocation
Total Expense Ratio: 1.37%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.67%
5y Avg Return: 2.04%
Rank in Category (ytd): 1046
% Rank in Category (ytd): 83.95%
Beta (3y): 1.28
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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