AWAAX Rating, Research - Alliancebern Wealth Apprec Strat A

Alliancebern Wealth Apprec Strat A (awaax)

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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 = 271

Threats + Weaknesses = 151

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks to provide a tax-efficient investment return consisting of a moderate level of current income and long-term capital appreciation. The fund invests in substantially all of the stocks (see stock research) included in the S&P 500 index. To reduce taxable distributions, especially realized capital gains, an index-oriented investment approach is used. Stocks are held in approximately the same proportions as they are represented on the index.

Management Analysis Update

Performance Analysis Update