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    AB Balance Wealth Strategy B (ABWBX)

    13.33 Down 0.03(0.22%) Apr 29
    Prev Close:13.36
    YTD Return*:0.46%
    Net Assets*:1.06B
    Yield*:0.98%

    * As of 31-Mar-16

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

    Headlines

    • No Headlines available for ABWBX 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):1.61%

    Performance & Risk

    YTD Return:0.46%
    5y Avg Return:3.30%
    Rank in Category (ytd):63
    % Rank in Category (ytd):6.37%
    Beta (3y):1.09
    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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