CHCLX Rating, Research - Alliancebern S/M Cap Growth A

Alliancebern S/M Cap Growth A (chclx)

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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 = 89

Threats + Weaknesses = 65

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

Fund Management Team

Fund Description Update

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

Portfolio Strategy Update

This investment vehicle seeks long-term capital appreciation. The fund normally invests at least 80% of assets in stocks (see stock research) of mid-capitalization companies with a total market capitalization falling within the range of companies included in the Russell Midcap Index during the most recent 12-month period. It invests primarily in the stocks (see stock research) of companies that the portfolio managers believe may be rapidly developing their business franchises, services and products, and have above-average earnings, cash flow and/or growth at a discount from their market value.

Management Analysis Update

Performance Analysis Update