AllianceBern Real Asset Strat A (AMTAX)
* As of 28-Feb-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|US TREASURY TIP||9.11||-7.26|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.05%|
Performance & Risk
|5y Avg Return:||N/A|
|Rank in Category (ytd):||30|
|% Rank in Category (ytd):||5.37%|
|Morningstar Risk Rating:||5|
The investment seeks to maximize real return over inflation.
The fund expects to invest its assets principally in the following instruments that, in the judgment of the Adviser, are affected directly or indirectly by the level and change in rate of inflation: inflation-indexed fixed-income securities, such as TIPS and similar bonds issued by governments outside of the United States, commodities, equity securities, such as commodity-related stocks, real estate securities, utility securities, infrastructure-related securities, securities and derivatives linked to the price of other assets and currencies. It is non-diversified. View More