ATWAX Rating, Research - Alliancebern Tx-Mgd Wlth Appr Strat A

Alliancebern Tx-Mgd Wlth Appr Strat A (atwax)

Last Updated by WikiWealth | Update This Page Now

►Summary | Add New Mutual Fund | Feedback

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 = 272

Threats + Weaknesses = 156

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

Fund Management Team

Fund Description Update

Alliancebern Tx-Mgd Wlth Appr Strat A (ATWAX) Description: ATWAX is a mutual fund, which is an investment that owns a basket of assets. The ATWAX 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. ATWAXs minimum initial investment amount is $2500 while the IRA minimum is $2500. ATWAXs expense ratio is roughly 1%. The latest ATWAXs front end load was 4% and the back end load was 0%. The Alliancebern Tx-Mgd Wlth Appr Strat A (ATWAX) mutual fund falls under the large-cap mixed category. ATWAX focuses its investments in USA and ATWAX is not affiliated with a particular industry or fund sector. The Alliancebern Tx-Mgd Wlth Appr Strat A (ATWAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ATWAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ATWAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks to maximize long-term growth while attempting to minimize the impact of taxes on the total return earned by shareholders. The fund invests primarily in common stocks (see stock research). It may also invest in securities of foreign issuers and ADRs and other U.S. dollar denominated securities of foreign issuers. The Advisor uses a ??bottom-up? strategy, focusing on individual security selection to identify companies that it believes would make attractive long-term investments. The fund may invest in stocks (see stock research) of small, large, or mid-size companies. It may purchase shares of ETFs.

Management Analysis Update

Performance Analysis Update