AllianceBernstein Tax Managed Balanced Wealth Strategy Portfolio

Scorecard
2 / 5 Stars
Lipper
1 1 4 2 5
Zacks Investment Research
4 (Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

Fund Holdings

Asset Allocation

% Long % Short % Net
Cash 8.61 0.0 8.61
Stocks 25.65 0.0 25.65
Bonds 47.1 0.0 47.1
Other 0.21 0.0 0.21
Foreign Bonds 0.0 0.0 0.0
Foreign Stocks 18.08 0.0 18.08
Convertible 0.0 0.0 0.0
Preferred 0.36 0.0 0.36

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

% Net Assets
Birmingham Ala Wtrwks Brd Wtr Wtr Rev 5% 2.73
Houston Tex 2007 Bds 5% 2.14
Citizens Ppty Ins Corp Fla High Risk 5% 2.01
Texas A & M Univ Revs Rev Finan 5% 2.0
California St Econ Recover Economic 5% 1.8
Connecticut St Spl Tax Obl R Spl Tax 5% 1.66
Hawaii St Go Bds 5% 1.63
New York N Y City Transitional Subord 5% 1.59
Puerto Rico Sales Tax Fing Cor Rev 5.5% 1.51
California St Go Bds 5% 1.5

Bond Ratings (%)

Updated 01.31.2014

Sector AGIAX
AAA 23.66
AA 48.95
A 23.41
BBB 2.49
BB 0.01
B 0.0
Below B 0.0
Other 1.48

Conservative Allocations

Highest Returns (10-year)

See More Funds