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AllianceBern Discovery Growth A (CHCLX)

9.56 Down 0.03(0.31%) Aug 27
Prev Close:9.59
YTD Return*:-2.87%
Net Assets*:1.78B
Yield*:N/A

* As of 31-Jul-14

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

Headlines

  • No Headlines available for CHCLX at this time.

Top Holdings

Symbol% AssetsYTD Return %
IEX1.853.21
RHI1.7516.77
POL1.747.64
KEX1.7416.69
HXL1.71-16.69

Fund Basics

Morningstar Overall Rating:
Total Assets:1.78B
Category:Mid-Cap Growth
Annual Report Expense Ratio (net):1.12%

Performance & Risk

YTD Return:-2.87%
5y Avg Return:21.05%
Rank in Category (ytd):82
% Rank in Category (ytd):10.7%
Beta (3y):1.24
Morningstar Risk Rating:5

Fund Summary

The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in the equity securities of small-and mid-capitalization companies. For these purposes, "small- and mid-capitalization companies" are generally those companies that, at the time of investment, fall within the lowest 25% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). View More
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