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AllianceBern Balance Wealth Strat B (ABWBX)

On Nov 25: 10.77 USD  Down 0.03 (0.28%)  
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 ALLIANCEBERNSTEIN BALANCED WEAL Delayed quote dataEdit
Net Asset Value:10.77
Trade Time:Nov 25
Change:Down 0.03 (0.28%)
Prev Close:10.80
YTD Return*:23.29%
Net Assets*:408.76M
Yield*:1.80%
* As of 31-Oct-09
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No headlines available for ABWBX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:3 stars
Total Assets:408.76M
Category:Moderate Allocation
Total Expense Ratio:1.70%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:23.29%
5y Avg Return:2.02%
Rank in Category (ytd):181
% Rank in Category (ytd):14.95%
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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