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AllianceBern Balance Wealth Strat B (ABWBX)

On Feb 10: 10.47 USD  Up 0.11 (1.06%)  
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 ALLIANCEBERNSTEIN BALANCED WEAL Delayed quote dataEdit
Net Asset Value:10.47
Trade Time:Feb 10
Change:Up 0.11 (1.06%)
Prev Close:10.36
YTD Return*:26.97%
Net Assets*:415.65M
Yield*:1.75%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for ABWBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:3 stars
Total Assets:415.65M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:26.97%
5y Avg Return:2.06%
Rank in Category (ytd):236
% Rank in Category (ytd):19.93%
Beta (3y):1.27
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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