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 Dow Down 0.72% Nasdaq Down 0.50%

AllianceBern Balance Wealth Strat B (ABWBX)

14.06 Down 0.05(0.35%) Jul 25
Prev Close:14.11
YTD Return*:5.32%
Net Assets*:1.35B
Yield*:2.45%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for ABWBX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Core MSCI Emerging Market1.4817.82
Germany (Federal Republic Of) 1.75%0.87N/A
AAPL0.83N/A
XOM0.67N/A
FNMA0.63N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.35B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.70%

Performance & Risk

YTD Return:5.32%
5y Avg Return:11.07%
Rank in Category (ytd):47
% Rank in Category (ytd):5.38%
Beta (3y):1.21
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 fund normally invests in a combination of Underlying Portfolios representing a variety of asset classes and investment styles that are also managed by the Adviser. It targets a weighting of approximately 65% of Underlying Portfolios that invest primarily in equity securities and approximately 35% of Underlying Portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility. View More
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