- Fund Type: Fund of Funds
- Objective: Blend
- Asset Class: Equity
- Geographic Focus: U.S.
AllianceBernstein Wealth Strategies - AllianceBernstein Tax-Managed Wealth Appre
+ Add to WatchlistATWBX:US
13.42 USD 0.20 1.47%As of 09:29:30 ET on 06/19/2013.
Snapshot for AllianceBernstein Wealth Strategies - AllianceBernstein Tax-Managed Wealth Appre (ATWBX)
| Year To Date: | +9.11% | 3-Month: | +2.99% | 3-Year: | +8.48% | 52-Week Range: | 10.92 - 13.94 |
|---|---|---|---|---|---|---|---|
| 1-Month: | -3.38% | 1-Year: | +18.66% | 5-Year: | -0.42% | Beta vs SPX: | 1.05 |
Fund Profile & Information for ATWBX
AllianceBerstein Wealth Strategies - AllianceBernstein Tax-Managed Wealth Appreciation Strategy is an open-end fund incorporated in the USA. The Fund's objective is long-term growth of capital. The Fund invests in growth and value securities designed as a solution for investors who seek tax-efficient equity returns if the related risks are broadly diversified.
| Inception Date: | 09-02-2003 | Telephone: | 1-800-227-4618 |
|---|---|---|---|
| Managers: | SETH J MASTERS | ||
| Web Site: | www.alliancebernstein.com | ||
Fundamentals for ATWBX
| NAV | (on 2013-06-19) 13.42 |
|---|---|
| Assets (M) | (on 2013-06-19) 637.70 |
| Fund Leveraged | N |
| Minimum Investment | 2,500.00 |
| Minimum Subsequent Investment | 50.00 |
Dividends for ATWBX
| Dividend Type | Omitted |
|---|---|
| Dividend Frequency | Annual |
| Last Dividend Net | - |
| Dividend Yield (ttm) | - |
Fees & Expenses for ATWBX
| Front Load | 0.00 |
|---|---|
| Back Load | 4.00 |
| Current Mgmt Fee | 0.65 |
| Redemption Fee | 0.00 |
| 12b1 Fee | 1.00 |
| Expense Ratio | 1.82 |
Top Fund Holdings for ATWBX
Filing Date: 04/30/2013| Name | Position | Value | % of Total |
|---|---|---|---|
| Exxon Mobil Corp | 98,800 | 8,792,212 | 1.360% |
| Apple Inc | 15,920 | 7,048,580 | 1.091% |
| Philip Morris International In | 73,537 | 7,029,402 | 1.088% |
| Biogen Idec Inc | 32,092 | 7,025,902 | 1.087% |
| Google Inc | 7,045 | 5,809,096 | 0.899% |
| Comcast Corp | 138,880 | 5,735,744 | 0.887% |
| Pfizer Inc | 188,400 | 5,476,788 | 0.847% |
| British American Tobacco PLC | 97,456 | 5,402,494 | 0.836% |
| Cognizant Technology Solutions | 83,210 | 5,392,008 | 0.834% |
| IntercontinentalExchange Inc | 31,392 | 5,114,699 | 0.791% |
Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.
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