1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 473 Large Growth Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 9.50 percent over the past year, and 7.02 percent over the past three years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||6.6%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of U.S. companies in multiple industries that may benefit from innovation. It invests at least 80% of its net assets in equity securities issued by U.S. companies. The fund invests in securities issued by companies from multiple industries in an attempt to maximize opportunity. It may invest up to 20% of its net assets in equity and fixed-income securities issued by non-U.S. corporate and governmental issuers. The fund may, at times, invest in shares of ETFs in lieu of making direct investments in securities.
Fees are Above Average compared to funds in the same category.
AllianceBernstein U.S.Strategic Research Portfolio has an expense ratio of 1.55 percent.
Risk is High compared to funds in the same category according to Morningstar.