3 / 5 Stars
4 5 2 3 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 213 Small 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 6.09 percent over the past year, 14.91 percent over the past three years, 8.75 percent over the past five years, and 10.53 percent over the past decade.
|Trailing Returns||Updated 04.30.2013|
|Year to date||8.7%|
|3 Years (Annualized)||14.9%|
|5 Years (Annualized)||8.7%|
|10 Years (Annualized)||10.5%|
The investment seeks long-term growth of capital. The fund normally invests at least 80% of its net assets in equity securities of smaller companies that fall within the lowest 20% of the total U.S. equity market capitalization (excluding, for purposes of this calculation, companies with market capitalizations of less than $10 million). It invests in well-known and established companies and in new and less seasoned companies. The fund invests primarily in equity securities but may also invest in other types of securities, such as preferred stocks. It 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 Small Cap Growth Portfolio has an expense ratio of 2.08 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.