AllianceBern Global Growth B

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Performance

Trailing returns

Best 3 month return+28.08%  
Worst 3 month return-42.87%  

Morningstar statistics

Morningstar category: World Stock
  Return Risk Rating
3 years Low Average
5 years Low Above Average
10 years     -     - -
Overall Low Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets9.88M 
Front load-  
Deferred load4.00%  
Expense ratio2.20%  
Management fee-  
Fund familyAllianceBernstein 

Asset allocation

Cash0.00%  
Stocks98.89%  
Bonds0.00%  
Other1.11%  

Purchase information

Initial$2,500  
Additional$50  
IRA Initial$2,500  
AIP Initial$2,500  
AIP Additional$50  
Overall Morningstar RatingTM

Description

The investment seeks long-term growth of capital. The fund invests primarily in a global portfolio of equity securities of companies within various market sectors selected by the Adviser for their growth potential. It invests in both developed and emerging market countries, and invests significantly (at least 40%) in securities of non-U.S. companies. The fund normally invests in the equity securities of companies located in at least three countries (and normally substantially more), one of which may be the United States. It normally invests in approximately 100-150 companies.
Asset managers:
Paul Vogel (Started: Apr 1, 2007)
David Robinson (Started: May 8, 2008)
Steven Nussbaum (Started: Jun 30, 2008)
Janet Walsh (Started: Jul 22, 2002)
William Johnston (Started: May 31, 2009)
Jane Schneirov (Started: Jul 22, 2002)
Advisor Company:
AllianceBernstein LP
AllianceBernstein, 11345 Avenue of the Americas

Risk

  1 year 3 years 5 years 10 years  
Alpha* 0.12 -3.45 -4.10     -
Beta* 0.79 0.94 0.97     -
Mean annual return -0.52 -0.12 -0.42     -
R-squared* 95.13 90.99 91.11     -
Standard deviation 15.53 25.21 22.68     -
Sharpe ratio -0.41 -0.06 -0.29     -
* Against standard index

Top 10 holdings

Security Net Assets  
Apple, Inc. (AAPL) 3.86%  
British Amer Tobacco (BATS) 2.59%  
International Business Machines Corp (IBM) 1.96%  
Google, Inc. (GOOG) 1.79%  
Oracle Corporation (ORCL) 1.70%  
Qualcomm, Inc. (QCOM) 1.65%  
Antofagasta Plc 1.61%  
Anheuser-Busch InBev SA (AHBIF) 1.56%  
AIA Group Ltd. (01299) 1.49%  
Standard Chartered Plc (STAN) 1.48%