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    AllianceBern Glbl Rel Est Invmt C (ARECX)

    14.67 Up 0.04(0.27%) Jan 29

    Profile as of Dec 30, 2014Get Profile for:
    AllianceBern Glbl Rel Est Invmt C
    Alliancebernstein Glb Real Estate Invtmt1345 Avenue Of The AmericasNew York, NY 10105
    Map
    Phone: 800-221-5672
    Fund Overview 
    Category:Global Real Estate
    Fund Family:AllianceBernstein
    Net Assets:187.06M
    Year-to-Date Return:12.87%
    Yield:2.88%
    Morningstar Rating:3 stars
    Fund Inception Date:Sep 30, 1996
    Morningstar Style Box 
    Global Real Estate
    [View Category Definition]
    View Top Global Real Estate Funds
    About the Morningstar Style Box
    Management Information 
    Neil Abraham
    Lead Manager since Mar 1, 2014
    Neil Abraham, Senior Vice President of the AllianceBern LP. He has been associated since prior to 2009.
    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
    ARECX can be purchased from 67 brokerages.

    Fund Summary 
    The investment seeks total return from long-term growth of capital and income. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, the fund invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, it invests, under normal circumstances, in the equity securities of companies located in at least three countries.

    Fund Operations 
    Last Dividend (Dec 17, 2014) : 0.40
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jan 26, 2015) : 115.00%
    Average for Category:49.48%
    Fees & Expenses 
    ExpenseARECXCategory Avg
    Annual Report Expense Ratio (net):2.11%1.41%
    Prospectus Net Expense Ratio:2.11%N/A
    Prospectus Gross Expense Ratio:2.11%N/A
    Max 12b1 Fee:1.00%N/A
    Max Front End Sales Load:N/A5.37%
    Max Deferred Sales Load: 1.00%2.07%
    3 Yr Expense Projection*:660646
    5 Yr Expense Projection*:1,1321,012
    10 Yr Expense Projection*:2,4372,068
    * Per $10,000 invested