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    AB Wealth Appreciation Strategy R (AWARX)

    15.45 Up 0.06(0.39%) Jun 30
    Prev Close:15.39
    YTD Return*:5.37%
    Net Assets*:1.52B
    Yield*:1.82%

    * As of 31-May-15

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

    Headlines

    • No Headlines available for AWARX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    AB Multi-Manager Alternative Strats Z12.15N/A
    US Treasury TIP1.43N/A
    AAPL1.29N/A
    iShares Core MSCI Emerging Markets1.16N/A
    XOM0.91N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.52B
    Category:World Stock
    Annual Report Expense Ratio (net):1.43%

    Performance & Risk

    YTD Return:5.37%
    5y Avg Return:10.35%
    Rank in Category (ytd):57
    % Rank in Category (ytd):4.43%
    Beta (3y):0.71
    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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