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    AB Wealth Appreciation Strategy R (AWARX)

    15.49 Down 0.01(0.06%) Feb 27
    Prev Close:15.50
    YTD Return*:-1.34%
    Net Assets*:1.46B
    Yield*:1.95%

    * As of 31-Jan-15

    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 Z6.457.47
    US Treasury TIP1.40-3.10
    AAPL1.213.27
    iShares Core MSCI Emerging Markets1.20-2.62
    XOM1.066.13

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.46B
    Category:World Stock
    Annual Report Expense Ratio (net):1.43%

    Performance & Risk

    YTD Return:-1.34%
    5y Avg Return:8.97%
    Rank in Category (ytd):62
    % Rank in Category (ytd):4.88%
    Beta (3y):0.76
    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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