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    AB Balance Wealth Strategy C (ABWCX)

    13.94 Up 0.01(0.07%) Jul 31
    Prev Close:13.93
    YTD Return*:2.20%
    Net Assets*:1.21B
    Yield*:1.71%

    * As of 30-Jun-15

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

    Headlines

    • No Headlines available for ABWCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AB Multi-Manager Alternative Strats Z7.78N/A
    iShares Core MSCI Emerging Markets1.25N/A
    US Treasury Note1.13N/A
    AAPL0.91N/A
    XOM0.61N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.21B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):1.69%

    Performance & Risk

    YTD Return:2.20%
    5y Avg Return:8.34%
    Rank in Category (ytd):21
    % Rank in Category (ytd):2.23%
    Beta (3y):1.08
    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 39% 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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