AllianceBern Balance Wealth Strat R
AllianceBernstein L.P. 1345 Avenue Of The Americas
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Phone: 800-221-5672
| Category: | Moderate Allocation | | Fund Family: | AllianceBernstein | | Net Assets: | 23.59M | | Year-to-Date Return: | 25.13% | | Yield: | 2.15% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Feb-04 |
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Christopher Nikolich
Lead Manager since
02-Sep-03 | | | Nikolich is a senior vice president of AllianceBernstein L.P. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| 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. |
| Last Dividend
(17-Sep-09):
| 0.04 | | Last Cap Gain
(18-Dec-08):
| 0.39 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 74.74% |
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| Expense | ABWRX | Category
Avg | | Total Expense Ratio: | 1.35%
| 1.02% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 428 | $632 | | 5 Yr Expense Projection*: |
$ 739 | $951 | | 10 Yr Expense Projection*: |
$ 1,624 | $1,857 |
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0.17% Nasdaq 0.00%
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