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    AllianceBern Core Opportunities B (ADGBX)

    16.77 Down 0.06(0.36%) Jan 23

    Profile as of Dec 30, 2014Get Profile for:
    AllianceBern Core Opportunities B
    AllianceBernstein L.P.1345 Avenue Of The AmericasNew York MA 10105
    Phone: 800-221-5672
    Fund Overview 
    Category:Large Growth
    Fund Family:AllianceBernstein
    Net Assets:158.64M
    Year-to-Date Return:12.23%
    Morningstar Rating:3 stars
    Fund Inception Date:Dec 22, 1999
    Morningstar Style Box 
    Large Growth
    [View Category Definition]
    View Top Large Growth Funds
    About the Morningstar Style Box
    Management Information 
    Frank V. Caruso
    Lead Manager since Dec 22, 1999
    Frank Caruso joined the US Growth Portfolio Oversight Group in 2008 as a Senior Portfolio Manager and became the US Growth Team Leader in December of that year. He is also a member of the US Research Growth Portfolio Oversight Group. Caruso became the head of the US Relative Value team in 2004. He joined AllianceBernstein in 1993 with the firm’s acquisition of Shields Asset Management, where he had been director of equities. Previously, he was a managing director at Shearson Lehman Advisors.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:2,500
    Min Initial Investment, AIP:0
    Min Subsequent Investment:50
    Min Subsequent Investment, IRA:50
    Min Subsequent Investment, AIP:50
    ADGBX can be purchased from 56 brokerages.

    Fund Summary 
    The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of U.S. companies that the Adviser believes are undervalued. The Adviser believes that, over time, a company's stock price will come to reflect its intrinsic economic value. The fund may invest in companies of any size and in any industry. The Adviser depends heavily upon the fundamental analysis and research of its large internal research staff in making investment decisions for the fund.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 17, 2014) : 0.00
    Annual Holdings Turnover (Jan 21, 2015) : 99.00%
    Average for Category:57.31%
    Fees & Expenses 
    ExpenseADGBXCategory Avg
    Annual Report Expense Ratio (net):1.53%1.20%
    Prospectus Net Expense Ratio:1.90%N/A
    Prospectus Gross Expense Ratio:2.13%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.44%
    Max Deferred Sales Load: 4.00%2.20%
    3 Yr Expense Projection*:844532
    5 Yr Expense Projection*:1,122841
    10 Yr Expense Projection*:2,2581,700
    * Per $10,000 invested