AGRFX Rating, Research - Alliancebern Growth A

Alliancebern Growth A (agrfx)

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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 = 305

Threats + Weaknesses = 181

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

Fund Management Team

Fund Description Update

Alliancebern Growth A (AGRFX) Description: AGRFX is a mutual fund, which is an investment that owns a basket of assets. The AGRFX 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 large fund size classification. AGRFXs minimum initial investment amount is $2500 while the IRA minimum is $2500. AGRFXs expense ratio is roughly 2%. The latest AGRFXs front end load was 4% and the back end load was 0%. The Alliancebern Growth A (AGRFX) mutual fund falls under the large-cap growth category. AGRFX focuses its investments in USA and AGRFX is not affiliated with a particular industry or fund sector. The Alliancebern Growth A (AGRFX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find AGRFXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of AGRFXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long term growth of capital. The fund invests primarily in equity securities (see equity research) of large capitalization companies that have market capitalizations of $5 billion or more at the time of purchase. It generally holds a core position of between 35 and 50 common stocks (see stock research). The portfolio may invest up to 25% of total assets in foreign securities, including in emerging market securities.

Management Analysis Update

Performance Analysis Update