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AllianceBern Balanced Shares Adv (CBSYX)

On Feb 9: 13.31 USD  Up 0.11 (0.83%)  
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ALLIANCEBERNSTEIN BALANCED SHS Delayed quote dataEdit
Net Asset Value: 13.31
Trade Time: Feb 9
Change: Up 0.11 (0.83%)
Prev Close: 13.31
YTD Return*: -1.33%
Net Assets*: 55.56M
Yield*: 2.44%
* As of 31-Jan-10
AllianceBern Balanced Shares Adv (CBSYX)
3m  6m  1y  2y  5y  max 
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 3 stars
Total Assets: 55.56M
Category: Moderate Allocation
Total Expense Ratio: 0.87%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -1.33%
5y Avg Return: 0.61%
Rank in Category (ytd): 137
% Rank in Category (ytd): 11%
Beta (3y): 1.07
Morningstar Risk Rating: Average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests in a diversified portfolio of equity and fixed-income securities. It normally invests 60% of assets in stocks that may comprise up to 75% of the investments. The fund invests less than 25% of assets in fixed-income securities. It may invest up to 20% of assets in high yield securities. It invests no more than 5% of assets in securities rated CCC- or below.
Fund Profile


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