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  •  Dow Down 1.13% Nasdaq Down 0.93%

    AllianceBern Wealth Apprec Strat R (AWARX)

    14.78 Down 0.15(1.00%) Jan 28
    Prev Close:14.93
    YTD Return*:3.43%
    Net Assets*:1.49B
    Yield*:1.92%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for AWARX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AllianceBern Multi-Mgr Alt Strats Z6.42-0.95
    AAPL1.240.41
    iShares Core MSCI Emerging Markets1.19-1.26
    US Treasury TIP1.150.69
    XOM1.001.08

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.49B
    Category:World Stock
    Annual Report Expense Ratio (net):1.43%

    Performance & Risk

    YTD Return:3.43%
    5y Avg Return:8.11%
    Rank in Category (ytd):41
    % Rank in Category (ytd):3.54%
    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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