ATWCX Rating, Research - Alliancebern Tx-Mgd Wlth Appr Strat C

Alliancebern Tx-Mgd Wlth Appr Strat C (atwcx)

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Short Term Rating Stock Ratings Help
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Asset Allocation (% of Port)

US Stocks
Non-US Stocks
Bonds
Cash
Other
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Geographic Allocation (% of Port)

North America
Europe
Asia
South America
Africa
Australia + Pacific Islands

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Long Term Rating Stock Ratings Help

HOLD

SWOT Statistics

Strengths + Opportunities = 262

Threats + Weaknesses = 155

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

Fund Management Team

Fund Description Update

Alliancebern Tx-Mgd Wlth Appr Strat C (ATWCX) Description: ATWCX is a mutual fund, which is an investment that owns a basket of assets. The ATWCX 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. ATWCXs minimum initial investment amount is $2500 while the IRA minimum is $2500. ATWCXs expense ratio is roughly 2%. The latest ATWCXs front end load was 0% and the back end load was 1%. The Alliancebern Tx-Mgd Wlth Appr Strat C (ATWCX) mutual fund falls under the large-cap mixed category. ATWCX focuses its investments in USA and ATWCX is not affiliated with a particular industry or fund sector. The Alliancebern Tx-Mgd Wlth Appr Strat C (ATWCX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find ATWCXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of ATWCXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities (see equity research) of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks (see stock research) from which the management selects may be those included in the benchmark, the S&P 500 index.


Management Analysis Update


Performance Analysis Update