2 / 5 Stars
2 2 3 5 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 325 Large Value 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 21.76 percent over the past year, 11.75 percent over the past three years, 16.51 percent over the past five years, and 3.82 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.2%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||3.8%|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities of U.S. companies, generally representing approximately 95-150 companies, with relatively large market capitalizations that the Adviser believes are undervalued. It may, at times, invest in shares of ETFs in lieu of making direct investments in equity securities.
Fees are High compared to funds in the same category.
AllianceBernstein Value Fund has an expense ratio of 1.21 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.