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AllianceBern Balance Wealth Strat I (ABWIX)

On Nov 24: 10.87 USD  Up 0.11 (1.02%)  
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 THE ALLIANCEBERNSTEIN PTF ALLI Delayed quote dataEdit
Net Asset Value:10.87
Trade Time:Nov 24
Change:Up 0.11 (1.02%)
Prev Close:10.76
YTD Return*:24.18%
Net Assets*:22.44M
Yield*:2.66%
* As of 31-Oct-09
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 HEADLINES 
No headlines available for ABWIX.

 FUND BASICS31-Oct-09
Morningstar Overall Rating:3 stars
Total Assets:22.44M
Category:Moderate Allocation
Total Expense Ratio:0.67%
Fund Profile - Holdings


 PERFORMANCE & RISK31-Oct-09
YTD Return:24.18%
5y Avg Return:3.02%
Rank in Category (ytd):133
% Rank in Category (ytd):10.98%
Beta (3y):1.29
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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