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ATWAX
Mutual Fund ticker: NASDAQ
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NET ASSETS

AB Tax-Managed Wealth Apprec Strat A (ATWAX) Ownership - Who owns AB Tax-Managed Wealth Apprec Strat A?

The investment seeks long-term growth of capital... Show more

Profile

Category
Global Large-Stock Blend
Address
AllianceBernstein Portfolios1345 Avenue Of The AmericasNew York
Phone
N/A
Web
www.AllianceBernstein.com

Details

Group
International Stock Funds
Category
Foreign Large Blend
Total Expense Ratio
0.98
Min. Initial Investment
2500.00
Fund Existence
over 21 years
Turnover
10.00
Front Load
4.25
Net Assets
857636600.00
Manager Tenure
N/A

Fundamentals

ATWAX
Net Assets
858M
Fund Existence
over 21 years
Turnover
10.00
Total Expense Ratio
0.98
Front Load
4.25%
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
2500
Min. Initial Investment IRA
N/A
Morningstar Category
Global Large-Stock Blend
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.30
Assets in Top Ten Holdings
443M
Average Credit Quality
N/A
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
44.5M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.65
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
100.00
Number of Net Holdings
100.00
Number of Short Holdings
N/A
Prospectus Acquired Expense Ratio
0.33
Weighting Top Ten Holdings
50.11%
Gain YTD
2.997
Annual Yield % from dividends
1.02
Returns for 1 year
7.76
Returns for 3 years
32.09
Returns for 5 years
68.01
Returns for 10 years
45.27
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General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
AllianceBernstein Portfolios1345 Avenue Of The AmericasNew York
Phone
N/A
Web
www.AllianceBernstein.com