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AllianceBern Balance Wealth Strat Adv (ABWYX)

On Feb 9: 10.55 USD  Up 0.10 (0.96%)  
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ALLIANCEBERNSTEIN BAL WLTH STRA Delayed quote dataEdit
Net Asset Value: 10.55
Trade Time: Feb 9
Change: Up 0.10 (0.96%)
Prev Close: 10.45
YTD Return*: -2.66%
Net Assets*: 70.49M
Yield*: 3.03%
* As of 31-Jan-10
AllianceBern Balance Wealth Strat Adv (ABWYX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 70.49M
Category: Moderate Allocation
Total Expense Ratio: 0.75%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -2.66%
5y Avg Return: 2.74%
Rank in Category (ytd): 1034
% Rank in Category (ytd): 82.99%
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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