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AllianceBern Wealth Apprec Strat R (AWARX)

14.80 Up 0.05(0.34%) Apr 17
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Prev Close:14.75
YTD Return*:1.09%
Net Assets*:1.52B
Yield*:1.23%

* As of 31-Mar-14

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

Headlines

  • No Headlines available for AWARX at this time.

Top Holdings

Symbol% AssetsYTD Return %
iShares Core MSCI Emerging Market1.511.27
Vanguard REIT Index ETF1.16-2.81
GOOG1.037.70
AAPL1.005.16
XOM0.99-3.40

Fund Basics

Morningstar Overall Rating:
Total Assets:1.52B
Category:Large Blend
Annual Report Expense Ratio (net):1.41%

Performance & Risk

YTD Return:1.09%
5y Avg Return:16.52%
Rank in Category (ytd):75
% Rank in Category (ytd):4.42%
Beta (3y):1.18
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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