The investment seeks to achieve a high total return without, in the opinion of the Adviser, undue risk to principal. The fund invests in a portfolio of equity and debt securities that is designed as a solution for investors who seek some opportunity for tax-efficient equity returns if the related risks are broadly diversified and overall portfolio volatility reflects a preponderance of debt securities. It targets a weighting of 30% equities and 70% tax-exempt debt securities with a goal of providing reduced volatility and modest upside potential. The fund invests approximately 10% of assets in the Volatility Management Underlying Portfolio.
Fund filings (PDF) »
Christopher Nikolich (Started: Dec 31, 2000)
Patrick Rudden (Started: Feb 1, 2009)
Dokyoung Lee (Started: Jul 15, 2008)
Seth Masters (Started: Dec 31, 2000)
# Contact ?>
AllianceBernstein, 11345 Avenue of the Americas