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AllianceBernstein Balance Wealth Str Adv (ABWYX)

On Nov 24: 10.86 USD  Down 0.04 (0.37%)  
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ALLIANCEBERNSTEIN BAL WLTH STRA Delayed quote dataEdit
Net Asset Value: 10.86
Trade Time: Nov 24
Change: Down 0.04 (0.37%)
Prev Close: 10.86
YTD Return*: 5.43%
Net Assets*: 106.74M
Yield*: 3.49%
* As of 31-Dec-07
AllianceBernstein Balance Wealth Str Adv (ABWYX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 4 stars
Total Assets: 106.74M
Category: Moderate Allocation
Total Expense Ratio: 0.65%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 5.43%
5y Avg Return: N/A
Rank in Category (ytd): 904
% Rank in Category (ytd): 81.96%
Beta (3y): 1.10
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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