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)

U.S. News evaluated 187 Conservative Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 11.28 percent over the past year, 5.39 percent over the past three years, 7.48 percent over the past five years, and 3.82 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 3.7%
1 Year 11.3%
3 Years (Annualized) 5.4%
5 Years (Annualized) 7.5%
10 Years (Annualized) 3.8%

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Summary

The investment seeks to achieve the highest total return consistent with the Adviser's determination of reasonable risk. The fund invests in a portfolio of equity and debt securities that is designed as a solution for investors who seek a moderate tilt toward tax-efficient equity returns but also want the risk diversification offered by tax-exempt debt securities and the broad diversification of their equity risk across styles, capitalization ranges and geographic regions. It targets a weighting of 50% equities and 50% tax-exempt debt securities with a goal of providing moderate upside potential without excessive volatility.

Fees

Fees are High compared to funds in the same category.
AllianceBernstein Tax Managed Balanced Wealth Strategy Portfolio has an expense ratio of 1.96 percent.

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Risk

Risk is Above Average compared to funds in the same category according to Morningstar.

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Conservative Allocation Funds

Highest Returns (10-year)

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