• Fund Type: Fund of Funds
  • Objective: Foreign Blend
  • Asset Class: Equity
  • Geographic Focus: Global

AllianceBernstein Wealth Strategies - AllianceBernstein Tax-Managed Wealth Appre

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ATWYX:US

15.36 USD 0.02 0.13%

As of 09:29:30 ET on 04/15/2014.

Snapshot for AllianceBernstein Wealth Strategies - AllianceBernstein Tax-Managed Wealth Appre (ATWYX)

Year To Date: -0.65% 3-Month: -0.65% 3-Year: +8.23% 52-Week Range: 13.06 - 15.81
1-Month: +0.20% 1-Year: +19.45% 5-Year: +14.75% Beta vs SPX: 1.02

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  • ATWYX:US 15.36
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Fund Profile & Information for ATWYX

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 ATWYX

NAV (on 2014-04-15) 15.36
Assets (M) (on 2014-04-15) 698.43
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for ATWYX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2013-12-12) 0.36
Dividend Yield (ttm) 2.34

Fees & Expenses for ATWYX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.65
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.77

Top Fund Holdings for ATWYX

Filing Date: 01/31/2014
Name Position Value % of Total
Google Inc 6,665 7,871,165 1.153%
Cognizant Technology Solutions 141,760 6,869,690 1.006%
Apple Inc 13,050 6,532,830 0.957%
Pfizer Inc 205,000 6,232,000 0.913%
Visa Inc 26,550 5,719,667 0.838%
IntercontinentalExchange Group 26,162 5,462,364 0.800%
Biogen Idec Inc 17,182 5,371,780 0.787%
Exxon Mobil Corp 55,100 5,078,016 0.744%
British American Tobacco PLC 105,506 5,034,502 0.738%
Wells Fargo & Co 110,200 4,996,468 0.732%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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