AWABX Rating, Research - Alliancebern Wealth Apprec Strat B

Alliancebern Wealth Apprec Strat B (awabx)

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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 awabx mutual fund has great long term potential.

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund invests at least 80% of total assets in equity securities (see equity research), including common stocks (see stock research) of companies that the Advisor believes have value that is not currently reflected in their market prices. It may invest in companies that have market capitalizations of any size. The fund may invest in foreign securities, including securities of companies in emerging market countries. It may also invest in derivatives, including futures, forwards, options, swap contracts and other derivative instruments.

Management Analysis Update

Performance Analysis Update