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    AB Wealth Appreciation Strategy K (AWAKX)

    15.49 Up 0.14(0.91%) Mar 30
    Prev Close:15.35
    YTD Return*:3.89%
    Net Assets*:1.53B
    Yield*:2.10%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for AWAKX 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):1.12%

    Performance & Risk

    YTD Return:3.89%
    5y Avg Return:9.79%
    Rank in Category (ytd):54
    % Rank in Category (ytd):4.24%
    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
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