AllianceBern Mkt Ntrl Strat US Adv (AMUYX)
10.06 
0.01(0.10%) May 23
| Prev Close: | 10.06 |
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| YTD Return*: | -0.58% |
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| Net Assets*: | 7.13M |
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| Yield*: | N/A |
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* As of 31-Mar-13
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Quotes delayed, except where indicated otherwise. Currency in USD.
Headlines
- No Headlines available for AMUYX at this time.
Top Holdings
| Symbol | % Assets | YTD Return % |
|---|
| MO | 2.63 | 10.50 |
| LLY | 2.32 | 15.77 |
| PM | 2.01 | 11.94 |
| SHW | 1.77 | 9.26 |
| HD | 1.75 | 13.27 |
Fund Basics
| Morningstar Overall Rating: | N/A |
| Total Assets: | 7.13M |
| Category: | Market Neutral |
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| Annual Report Expense Ratio (net): | 1.25% |
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Performance & Risk
| YTD Return: | -0.58% |
| 5y Avg Return: | N/A |
| Rank in Category (ytd): | 73 |
| % Rank in Category (ytd): | 57.03% |
| Beta (3y): | N/A |
| Morningstar Risk Rating: | |
Fund Summary
The investment seeks long-term growth of capital independent of stock market direction.
The fund seeks to limit market risk by balancing "long" and "short" positions. To do this, the fund will buy, or take long positions in, equity securities of U.S. companies that the Adviser believes are undervalued and more likely to appreciate and, at the same time, sell, or take short positions in, equity securities that the Adviser believes are overvalued and more likely to depreciate. While the fund does not target issuers of a particular size, most issuers have larger capitalizations.
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