AllianceBernstein Balance Wealth Str A
Alliancebernstein LP 1345 Avenue Of The Americas Secaucus NJ 07094
Map
Phone: 800-221-5672
| Category: | Moderate Allocation | | Fund Family: | AllianceBernstein | | Net Assets: | 1.40B | | Year-to-Date Return: | -10.66% | | Yield: | 3.95% | | Morningstar Rating: |  | | Fund Inception Date: | 02-Sep-03 |
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Seth J. Masters
Lead Manager since
02-Sep-03 | | | Masters is the executive vice president of AllianceBernstein L.P. He also chairs Alliances US and Global Style Blend Investment Policy Groups and is a member of the Bernstein Global, International and Emerging Markets Value Investment Policy Groups. Masters is the author of The Problem with Emerging Markets Indexes, After the Fall: The Case for Emerging Markets Revisited, Emerging Markets: Managing the Impact of High Costs, and Rebalancing. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks to achieve the highest total return. The fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. The advisor targets a weighting of 60% of the underlying portfolios that invest primarily in equity securities and 40% of the underlying portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility. |
| Last Dividend
(18-Sep-08):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 0.15 | | Annual Holdings Turnover
| 3.00% | | Average for Category:
| 71.15% |
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| Expense | ABWAX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.09% | | Max 12b1 Fee: | 0.30%
| N/A | | Max Front End Sales Load: | 4.25%
| 5.26% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$760 | $626 | | 5 Yr Expense Projection*: |
$1,005 | $953 | | 10 Yr Expense Projection*: |
$1,708 | $1,864 |
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1.49% Nasdaq 
0.27%
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