2 / 5 Stars
2 3 4 2 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 330 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 23.30 percent over the past year, 15.28 percent over the past three years, 16.85 percent over the past five years, and 5.13 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.3%|
|3 Years (Annualized)||15.3%|
|5 Years (Annualized)||16.9%|
|10 Years (Annualized)||5.1%|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities of U.S. companies with relatively large market capitalizations that the Adviser believes are undervalued. It invests in companies that are determined by the Adviser to be undervalued using the fundamental value approach of the Adviser. The fundamental value approach seeks to identify a universe of securities that are considered to be undervalued because they are attractively priced relative to their future earnings power and dividend-paying capability.
Fees are Low compared to funds in the same category.
AllianceBernstein Value Fund has an expense ratio of 1.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.