AllianceBern Global Thematic Gr A (ALTFX)
69.47
0.22(0.32%) 19 Jun
| Prev Close: | 69.25 |
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| YTD Return*: | 2.69% |
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| Net Assets*: | 773.94M |
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| Yield*: | N/A |
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* As of 31-Mar-13
Quotes delayed, except where indicated otherwise. Currency in USD.
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 773.94M |
| Category: | World Stock |
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| Total Expense Ratio: | 1.55% |
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Performance & Risk
| YTD Return: | 2.69% |
| 5y Avg Return: | 1.50% |
| Rank in Category (ytd): | 94 |
| % Rank in Category (ytd): | 8.91% |
| Beta (3y): | 1.01 |
| Morningstar Risk Rating: | 5 |
Fund Summary
The investment seeks long-term growth of capital.
The fund pursues opportunistic growth by investing in a global universe of companies in multiple industries that may benefit from innovation. It invests in securities issued by U.S. and non-U.S. companies from multiple industry sectors in an attempt to maximize opportunity, which should also tend to reduce risk. The fund normally invests in the equity securities of companies located in at least three countries. It may, at times, invest in shares of ETFs in lieu of making direct investments in securities.
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