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    AllianceBern Wealth Apprec Strat R (AWARX)

    14.98 Up 0.06(0.40%) Dec 19
    Prev Close:14.92
    YTD Return*:5.10%
    Net Assets*:1.52B
    Yield*:1.18%

    * As of 30-Nov-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 Z6.3545.33
    iShares Core MSCI Emerging Markets1.17-4.26
    AAPL1.1236.07
    XOM1.1127.41
    US Treasury TIP1.0817.52

    Fund Basics

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

    Performance & Risk

    YTD Return:5.10%
    5y Avg Return:9.11%
    Rank in Category (ytd):44
    % Rank in Category (ytd):3.79%
    Beta (3y):0.79
    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 traditional equity investments and approximately 33% of underlying portfolios that invest primarily in diversification investments. View More
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