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 Dow Down 0.42% Nasdaq Down 0.05%

AllianceBern Wealth Apprec Strat C (AWACX)

15.51 Down 0.06(0.39%) Jul 29
Prev Close:15.57
YTD Return*:5.77%
Net Assets*:1.57B
Yield*:0.86%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for AWACX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Core MSCI Emerging Market1.5417.82
AAPL1.261.46
XOM1.0114.65
V0.7313.57
BTAFF.L0.70-0.10

Fund Basics

Morningstar Overall Rating:
Total Assets:1.57B
Category:Large Blend
Annual Report Expense Ratio (net):1.78%

Performance & Risk

YTD Return:5.77%
5y Avg Return:13.18%
Rank in Category (ytd):70
% Rank in Category (ytd):4.26%
Beta (3y):1.19
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund normally invests in a combination of Underlying Portfolios representing a variety of asset classes and investment styles that are also managed by the Adviser. It invests approximately 92% of its assets in Underlying Portfolios that focus on growth and value investment styles and in U.S. and non-U.S. markets. Normally, the fund's targeted blend for its equity investments is an equal weighting of growth and value style Underlying Portfolios (50% each). The Strategy invests approximately 8% of its assets in the Multi-Asset Real Return Underlying Portfolio. View More
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