AllianceBern Growth & Income B
AllianceBernstein L.P. 1345 Avenue Of The Americas
Map
Phone: 800-221-5672
| Category: | Large Value | | Fund Family: | AllianceBernstein | | Net Assets: | 182.72M | | Year-to-Date Return: | 12.30% | | Yield: | 0.36% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Feb-91 |
|
Frank V. Caruso
Lead Manager since
31-Dec-04 | | | Caruso is a senior vice president and portfolio manager with AllianceBernstein, working for since 1994. Caruso also is chief investment officer of AllianceBernstein's relative value investment team.Previously, Caruso served as chief investment officer and managing director with Shearson Lehman Advisors Management. Caruso is a member of the New York Society of Security Analysts and the National Association of Business Economists |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $2,500 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $50 |
|
| |
| The investment seeks long-term growth of capital. The fund invests primarily in the equity securities of U.S. companies that are undervalued. It may invest in companies of any size and in any industry. The fund also invests in high-quality securities of non-U.S. issuers. It may enter into derivatives transactions, such as options, futures, forwards, and swap agreements. |
| Last Dividend
(22-Dec-08):
| 0.01 | | Last Cap Gain
(21-Dec-07):
| 0.40 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 75.44% |
|
| Expense | CBBDX | Category
Avg | | Total Expense Ratio: | 2.08%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 4.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 852 | $638 | | 5 Yr Expense Projection*: |
$ 1,119 | $966 | | 10 Yr Expense Projection*: |
$ 2,201 | $1,855 |
|
|
0.06% Nasdaq 
0.23%
Profile
