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    AB Wealth Appreciation Strategy K (AWAKX)

    15.79 Down 0.03(0.19%) Apr 27
    Prev Close:15.82
    YTD Return*:3.02%
    Net Assets*:1.50B
    Yield*:2.12%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for AWAKX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AB Multi-Manager Alternative Strats Z12.0212.99
    US Treasury TIP1.38-7.90
    AAPL1.316.54
    iShares Core MSCI Emerging Markets1.1316.55
    XOM0.953.67

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.5B
    Category:World Stock
    Annual Report Expense Ratio (net):1.12%

    Performance & Risk

    YTD Return:3.02%
    5y Avg Return:8.16%
    Rank in Category (ytd):45
    % Rank in Category (ytd):3.56%
    Beta (3y):0.79
    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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