AllianceBern Discovery Value Advisor (ABYSX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||0.93%|
Performance & Risk
|5y Avg Return:||15.65%|
|Rank in Category (ytd):||56|
|% Rank in Category (ytd):||12.17%|
|Morningstar Risk Rating:||5|
The investment seeks long-term growth of capital.
The fund invests primarily in a diversified portfolio of equity securities of small- to mid-capitalization U.S. companies. Under normal circumstances, it invests at least 80% of its net assets in securities of small- to mid-capitalization companies. For purposes of this policy, small- to mid-capitalization companies are those that, at the time of investment, fall within the capitalization range between the smallest company in the Russell 2500(TM) Value Index and the greater of $5 billion or the market capitalization of the largest company in the Russell 2500(TM) Value Index. View More