AllianceBern Tx-Mgd Wlth Appr Strat B (ATWBX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for ATWBX at this time.
|Symbol||% Assets||YTD Return %|
|iShares Core MSCI Emerging Market||1.50||1.27|
|Vanguard REIT Index ETF||1.15||-3.40|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.80%|
Performance & Risk
|5y Avg Return:||15.42%|
|Rank in Category (ytd):||84|
|% Rank in Category (ytd):||4.96%|
|Morningstar Risk Rating:||4|
The investment seeks long-term growth of capital.
The fund invests in a portfolio of equity securities that is designed as a solution for investors who seek tax-efficient equity returns but also want broad diversification of the related risks across styles, capitalization ranges and geographic regions. It targets an equal weighting of growth and value style stocks (50% each), with approximately 60% of each equity style invested in U.S. companies and the remaining 40% in non-U.S. companies. The fund invests approximately 20% of its assets in the Volatility Management Portfolio, which is managed by the Adviser. View More