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    AB Balance Wealth Strategy I (ABWIX)

    14.37 Up 0.02(0.14%) Apr 21
    Prev Close:14.35
    YTD Return*:2.76%
    Net Assets*:1.24B
    Yield*:2.49%

    * As of 31-Mar-15

    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 Z7.7412.99
    iShares Core MSCI Emerging Markets1.26-7.90
    US Treasury Note1.15N/A
    FNMA0.97N/A
    AAPL0.91N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.24B
    Category:Moderate Allocation
    Annual Report Expense Ratio (net):0.70%

    Performance & Risk

    YTD Return:2.76%
    5y Avg Return:7.54%
    Rank in Category (ytd):12
    % Rank in Category (ytd):1.26%
    Beta (3y):1.11
    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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