AllianceBern S/M Cap Growth A AllianceBernstein LP 1345 Avenue Of The Americas Map
Phone: 800-221-5672
| Category: | Mid-Cap Growth | | Fund Family: | AllianceBernstein | | Net Assets: | 321.37M | | Year-to-Date Return: | 29.73% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Jul-38 |
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Bruce Aronow
Lead Manager since
06-Mar-00 | | | Aronow is senior vice president with AllianceBernstein, he joined AllianceBernstein in 1999. Previously, he was associated with Invesco, LGT Asset Management and Chancellor Capital Management. Before that, Aronow was a senior associate with Kidder, Peabody & Company. He is a member of both the New York Society of Security Analysts and the Association of Investment Management & Research. Aronow holds the Chartered Financial Analyst designation. |
| 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: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. It normally invests at least 80% of net assets in the equity securities of small- and mid-capitalization companies. The fund may also invest in preferred stocks, reverse repurchase agreements and up to 20% of total assets in rights and warrants. It invests in approximately 60-120 stocks broadly diversified by sector. |
| Last Dividend
(16-Dec-96):
| 0.02 | | Last Cap Gain
(16-Nov-07):
| 0.86 | | Annual Holdings Turnover
| 176.00% | | Average for Category:
| 130.04% |
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| Expense | CHCLX | Category Avg | | Total Expense Ratio: | 1.38%
| 1.46% | | Max 12b1 Fee: | 0.23%
| N/A | | Max Front End Sales Load: | 4.25%
| 5.39% | | Max Deferred Sales Load: | %
| 2.69% | | 3 Yr Expense Projection*: |
$ 843 | $716 | | 5 Yr Expense Projection*: |
$ 1,148 | $1,049 | | 10 Yr Expense Projection*: |
$ 2,012 | $2,071 |
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