Dow Down 0.32% Nasdaq Down 0.62%

AB Balance Wealth Strategy I (ABWIX)

13.42 Down 0.03(0.22%) Apr 29
Prev Close:13.45
YTD Return*:0.76%
Net Assets*:1.06B
Yield*:2.59%

* As of 31-Mar-16

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

Headlines

  • No Headlines available for ABWIX 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):0.62%

Performance & Risk

YTD Return:0.76%
5y Avg Return:4.36%
Rank in Category (ytd):51
% Rank in Category (ytd):5.16%
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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