• FirefoxInstall the new Firefox »
  •  Dow Up 0.19% Nasdaq Up 0.57%

    AB Wealth Appreciation Strategy C (AWACX)

    15.36 Up 0.03(0.20%) Mar 27
    Prev Close:15.33
    YTD Return*:3.82%
    Net Assets*:1.53B
    Yield*:1.49%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for AWACX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AllianceBern Multi-Mgr Alt Strats Z6.4517.38
    US Treasury TIP1.40-4.02
    AAPL1.218.55
    iShares Core MSCI Emerging Markets1.206.32
    XOM1.0613.17

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.53B
    Category:World Stock
    Annual Report Expense Ratio (net):1.75%

    Performance & Risk

    YTD Return:3.82%
    5y Avg Return:9.07%
    Rank in Category (ytd):58
    % Rank in Category (ytd):4.55%
    Beta (3y):0.78
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks long-term growth of capital. The fund seeks to achieve its objective by investing in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the Adviser. It targets a weighting of approximately 67% of Underlying Portfolios that invest primarily in equity securities of companies, or traditional equity investments, and approximately 33% of Underlying Portfolios that invest primarily in diversification investments. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback