Dow Down 0.92% Nasdaq Down 0.83%

AllianceBern Balance Wealth Strat C (ABWCX)

13.55 Down 0.06(0.44%) Oct 22
Prev Close:13.61
YTD Return*:2.92%
Net Assets*:1.33B
Yield*:2.40%

* As of 30-Sep-14

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

Headlines

  • No Headlines available for ABWCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
AllianceBern Multi-Mgr Alt Strats Z7.80-6.25
US Treasury Note1.2725.47
iShares Core MSCI Emerging Markets1.1940.60
XOM0.72N/A
AAPL0.67N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.33B
Category:Moderate Allocation
Annual Report Expense Ratio (net):1.69%

Performance & Risk

YTD Return:2.92%
5y Avg Return:7.34%
Rank in Category (ytd):77
% Rank in Category (ytd):8.82%
Beta (3y):1.17
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 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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