ALTFX Rating, Research - Alliancebern Global Thematic Gr A

Alliancebern Global Thematic Gr A (altfx)

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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 = 44

Threats + Weaknesses = 34

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund primarily invests in a relatively small number of equity securities (see equity research) of U.S. and non-U.S. companies. It invests in the securities of companies located in at least three countries. The fund could own as few as 12 securities, but generally may have approximately 20 securities in its portfolio. It invests at least 40% of total assets in securities of non-U.S. companies. The funds not diversified.

Management Analysis Update

Alliancebern Global Thematic Gr A's management team has a long history of working together. This helps ensure consistent future returns.

Performance Analysis Update