AllianceBernstein Balanced Shares A
Alliancebernstein LP 1345 Avenue Of The Americas Secaucus NJ 07094
Map
Phone: 800-221-5672
| Category: | Moderate Allocation | | Fund Family: | AllianceBernstein | | Net Assets: | 707.47M | | Year-to-Date Return: | -13.06% | | Yield: | 2.33% | | Morningstar Rating: |  | | Fund Inception Date: | 08-Jun-32 |
|
Frank Caruso
Lead Manager since
31-Dec-02 | | | Caruso is a senior vice president and portfolio manager with AllianceBernstein, his employer since 1994. He also is chief investment officer of AllianceBernsteins relative value investment team.Previously, he served as chief investment officer and managing director with Shearson Lehman Advisors Management. He is a member of the New York Society of Security Analysts and the National Association of Business Economists. Caruso holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests in a diversified portfolio of equity and fixed-income securities. It normally invests 60% of assets in stocks that may comprise up to 75% of the investments. The fund invests less than 25% of assets in fixed-income securities. It may invest up to 20% of assets in high yield securities. It invests no more than 5% of assets in securities rated CCC- or below. |
| Last Dividend
(19-Jun-08):
| 0.08 | | Last Cap Gain
(19-Dec-07):
| 1.35 | | Annual Holdings Turnover
| 66.00% | | Average for Category:
| 71.04% |
|
| Expense | CABNX | Category
Avg | | Total Expense Ratio: | 0.91%
| 1.09% | | Max 12b1 Fee: | 0.29%
| N/A | | Max Front End Sales Load: | 4.25%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$706 | $625 | | 5 Yr Expense Projection*: |
$913 | $954 | | 10 Yr Expense Projection*: |
$1,508 | $1,865 |
|
|
1.41% Nasdaq 
0.31%
Profile
