AllianceBern Glbl Rel Est Invmt A (AREAX)
| Prev Close: | 14.81 |
|---|
| YTD Return*: | 5.19% |
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| Net Assets*: | 150.36M |
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| Yield*: | 5.94% |
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* As of 28-Feb-13
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Headlines
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Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| SPG | 4.75 | 1.93 |
| WEFIF.AX | 2.74 | 6.13 |
| UL.PA | 2.74 | 19.37 |
| 00016.HK | 2.52 | N/A |
| Alliancebernstein Fixed-Income Shs | 2.21 | N/A |
Fund Basics
| Morningstar Overall Rating: | |
| Total Assets: | 150.36M |
| Category: | Global Real Estate |
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| Annual Report Expense Ratio (net): | 1.50% |
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Performance & Risk
| YTD Return: | 5.19% |
| 5y Avg Return: | 3.22% |
| Rank in Category (ytd): | 8 |
| % Rank in Category (ytd): | 3.98% |
| Beta (3y): | 1.06 |
| Morningstar Risk Rating: | 3 |
Fund Summary
The investment seeks total return from long-term growth of capital and income.
Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of real estate investment trusts, or REITs, and other real estate industry companies, such as real estate operating companies, or REOCs. It invests in U.S. and non-U.S. issuers. Under normal circumstances, the fund invests significantly (at least 40%--unless market conditions are not deemed favorable by the Adviser) in securities of non-U.S. companies. In addition, it invests, under normal circumstances, in the equity securities of companies located in at least three countries.
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