ADGAX Rating, Research - Alliancebern Core Opportunities A

Alliancebern Core Opportunities A (adgax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 141

Threats + Weaknesses = 86

When strengths & opportunities substantially exceed threats & weaknesses an investment in the adgax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Alliancebern Core Opportunities A (ADGAX) Description: ADGAX is a mutual fund, which is an investment that owns a basket of assets. The ADGAX mutual fund was provided by Alliance Bernstein and this investment vehicle derives the majority of its value from equity holdings (stocks). Alliance Bernsteins mutual fund has a medium management tenure and is in the small fund size classification. ADGAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. ADGAXs expense ratio is roughly 1%. The latest ADGAXs front end load was 0% and the back end load was 0%. The Alliancebern Core Opportunities A (ADGAX) mutual fund falls under the large-cap mixed category. ADGAX focuses its investments in USA and ADGAX is not affiliated with a particular industry or fund sector. The Alliancebern Core Opportunities A (ADGAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ADGAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ADGAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks total return through a flexible combination of current income and capital appreciation. The fund invests in a diversified portfolio of common stocks (see stock research) to produce an overall blended equity portfolio consisting of various types of stocks (see stock research) that offer the potential for capital growth and/or dividend income. It consists of two portions managed by different subadvisers. The funds current subadvisers both employ bottom-up approaches (i.e., based on the characteristics of individual companies, rather than broad economic trends) to construct a diversified portfolio, although each subadviser uses its own unique processes or style.

Management Analysis Update

Performance Analysis Update