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    WBI Absolute Return Balanced Instl (WBBAX)

    10.79 0.00(0.00%) Feb 27
    Prev Close:10.79
    YTD Return*:-0.65%
    Net Assets*:86.45M
    Yield*:0.65%

    * As of 31-Jan-15

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

    Headlines

    • No Headlines available for WBBAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Vanguard Total Bond Market ETF4.81-2.39
    iShares Floating Rate Bond4.44-5.16
    iShares iBoxx $ Invst Grade Crp Bond4.20-1.69
    M3.30-13.45
    GM3.15-4.92

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:86.45M
    Category:Tactical Allocation
    Annual Report Expense Ratio (net):1.68%

    Performance & Risk

    YTD Return:-0.65%
    5y Avg Return:N/A
    Rank in Category (ytd):73
    % Rank in Category (ytd):22.53%
    Beta (3y):0.52
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks current income and long-term capital appreciation, while also seeking to protect principal during unfavorable market conditions. The fund will invest at least 25% (with a target of approximately 40% to 60%) of its net assets in the equity securities of domestic and foreign dividend-paying companies of any size market capitalization, and at least 25% (with a target of approximately 40% to 50%) of its net assets in domestic and foreign fixed income securities. The fund may invest without limitation in securities of foreign issuers, and may invest up to 50% of its net assets in the securities of issuers in emerging markets. View More
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