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    AB Balance Wealth Strategy A (ABWAX)

    13.38 Down 0.04(0.30%) Apr 29
    Prev Close:13.42
    YTD Return*:0.68%
    Net Assets*:1.06B
    Yield*:2.35%

    * As of 31-Mar-16

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for ABWAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AB Multi-Manager Alternative Strats Z7.91N/A
    XOM0.69N/A
    US Treasury Note0.69N/A
    FB0.62N/A
    GOOG0.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.06B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.85%

    Performance & Risk

    YTD Return:0.68%
    5y Avg Return:4.08%
    Rank in Category (ytd):53
    % Rank in Category (ytd):5.36%
    Beta (3y):1.10
    Morningstar Risk Rating:4

    Fund Summary

    The investment seeks to achieve the highest total return consistent with the Adviser's determination of reasonable risk. The Strategy targets a weighting of approximately 38% of Underlying Portfolios that invest primarily in equity securities of companies, or traditional equity investments, approximately 25% of Underlying Portfolios that invest primarily in traditional debt securities and approximately 37% of Underlying Portfolios that invest primarily in diversification investments with a goal of providing moderate upside potential without excessive volatility. View More
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