AWACX Rating, Research - Alliancebern Wealth Apprec Strat C

Alliancebern Wealth Apprec Strat C (awacx)

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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 = 272

Threats + Weaknesses = 151

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term growth of capital. The fund normally invests at least 80% of its assets in equity securities (see equity research) without regard to market capitalization. The funds investments may include synthetic instruments that have economic characteristics similar to the funds direct investments, and may include warrants, futures, options, exchange-traded funds and American Depositary Receipts. The fund may invest up to 25% of its total assets in foreign securities.

Management Analysis Update

Performance Analysis Update