Performance
Trailing returns
| 1 day | +0.90% |
| |||
| 1 week | +1.56% |
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| 4 week |
| -1.08% | |||
| 3 month | +4.32% |
| |||
| YTD | +11.84% |
| |||
| 1 year | +17.38% |
| |||
| 3 years* | +13.51% |
| |||
| 5 years* | +4.48% |
| |||
| *annualized | |||||
| Best 3 month return | +28.86% | |
| Worst 3 month return | -34.55% |
Morningstar statistics
Morningstar category: Large Growth
| Return | Risk | Rating | |
| 3 years | Below Average | Average |
 
|
| 5 years | Below Average | Average |
|
| 10 years | Below Average | Above Average |
|
| Overall | Below Average | Above Average |
|
Morningstar style Learn more
| Large | |||
| Mid | |||
| Small | |||
| Value | Blend | Growth |
Key statistics
| Total assets | 590.60M | |
| Front load | 4.25% | |
| Deferred load | - | |
| Expense ratio | 1.46% | |
| Management fee | - | |
| Fund family | AllianceBernstein |
Asset allocation
| Cash | 5.35% | |
| Stocks | 94.65% | |
| Bonds | 0.00% | |
| Other | 0.00% |
Purchase information
| Initial | US$2,500 | |
| Additional | US$50 | |
| IRA Initial | US$2,500 | |
| AIP Initial | US$2,500 | |
| AIP Additional | US$50 |
46.86+0.42(0.90%)
Jun 18, 4:00PM EDT
Overall Morningstar RatingTM
Description
The investment seeks long-term growth of capital. The fund invests primarily in a domestic portfolio of equity securities of companies selected by the fund's Adviser for their growth potential within various market sectors. It allocates the investments among broad sector groups based on the fundamental company research conducted by the Adviser's large internal research staff, assessing the current and forecasted investment opportunities and conditions, as well as diversification and risk considerations.
Fund filings (PDF) »
Fund filings (PDF) »
Asset managers:
Frank Caruso (Started: Aug 13, 2008)
Bruce Aronow (Started: Mar 13, 2013)
John Fogarty (Started: Mar 13, 2013)
Frank Caruso (Started: Aug 13, 2008)
Bruce Aronow (Started: Mar 13, 2013)
John Fogarty (Started: Mar 13, 2013)
Risk
| 1 year | 3 years | 5 years | 10 years | ||
| Alpha* | -7.53 | -3.54 | -1.38 | -1.09 | |
| Beta* | 1.02 | 1.09 | 1.00 | 1.07 | |
| Mean annual return | 1.45 | 1.22 | 0.48 | 0.65 | |
| R-squared* | 69.75 | 94.55 | 93.17 | 85.21 | |
| Standard deviation | 7.73 | 15.74 | 19.52 | 16.88 | |
| Sharpe ratio | 2.24 | 0.92 | 0.28 | 0.36 | |
| * Against standard index | |||||
Top 10 holdings
| Security | Net Assets | |
| Apple Inc (AAPL) | 4.16% | |
| Philip Morris International, Inc. (PM) | 3.47% | |
| Google, Inc. Class A (GOOG) | 3.22% | |
| Oracle Corporation (ORCL) | 2.69% | |
| eBay Inc (EBAY) | 2.45% | |
| Biogen Idec Inc (BIIB) | 2.31% | |
| Schlumberger NV (SLB) | 2.18% | |
| Bristol-Myers Squibb Company (BMY) | 2.09% | |
| Cognizant Technology Solutions Corporation Class A (CTSH) | 2.07% | |
| Altria Group Inc. (MO) | 2.04% |