AllianceBernstein Bond Inflation Strategy Class 1

 (MUTF:ABNOX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.09%  
1 week   +0.00%  
4 week   +0.03%
   
3 month   +2.31%
   
YTD   +4.72%
   
1 year   +3.79%
   
3 years*   +1.95%
   
5 years*   -  
*annualized
Best 3 month return+3.73%  
Worst 3 month return-6.19%  

Morningstar statistics

Morningstar category: Inflation-Protected Bond
  Return Risk Rating
3 years Average Below Average
5 years     -     - -
10 years     -     - -
Overall Average Below Average

Key statistics

Total assets427.58M 
Front load-  
Deferred load-  
Expense ratio0.60%  
Management fee-  
Fund familyAllianceBernstein 

Asset allocation

Cash1.14%  
Stocks0.00%  
Bonds98.44%  
Preferred0.26%  
Other0.17%  

Purchase information

Initial$5,000  
10.93+0.01(0.09%)
Jul 29, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks to maximize real return without assuming what the Adviser considers to be undue risk. The fund pursues its objective by investing principally in inflation-indexed securities (such as Treasury Inflation-Protected Securities ("TIPS") or inflation-indexed securities from issuers other than the U.S. Treasury) or by gaining inflation protection through derivatives transactions, such as inflation (CPI) swaps or total return swaps linked to TIPS. Under normal circumstances, it invests at least 80% of its net assets in fixed-income securities.
Fund filings (PDF) »
Asset managers:
Greg Wilensky (Started: Jan 27, 2010)
Shawn Keegan (Started: Jan 27, 2010)
Douglas Peebles (Started: Jan 27, 2010)
Rajen Jadav (Started: Jan 27, 2010)
Paul DeNoon (Started: Jan 27, 2010)
Advisor Company:
AllianceBernstein LP
Fund family reports on Morningstar »
AllianceBernstein, 11345 Avenue of the Americas, NEW YORK NY 10105, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.01 -1.55     -     -
Beta* 1.32 1.16     -     -
Mean annual return 0.39 0.22     -     -
R-squared* 82.15 57.10     -     -
Standard deviation 3.49 4.25     -     -
Sharpe ratio 1.33 0.61     -     -
* Against standard index

Top 10 holdings