AllianceBern Wealth Apprec Strat R (AWARX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for AWARX at this time.
|Symbol||% Assets||YTD Return %|
|iShares Core MSCI Emerging Market||1.51||1.27|
|Vanguard REIT Index ETF||1.16||-2.81|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.41%|
Performance & Risk
|5y Avg Return:||16.52%|
|Rank in Category (ytd):||75|
|% Rank in Category (ytd):||4.42%|
|Morningstar Risk Rating:||5|
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