4 / 5 Stars
5 5 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#13 in Small Growth
U.S. News evaluated 219 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 26.69 percent over the past year, 16.05 percent over the past three years, 23.97 percent over the past five years, and 10.58 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.7%|
|3 Years (Annualized)||16.0%|
|5 Years (Annualized)||24.0%|
|10 Years (Annualized)||10.6%|
The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of smaller companies. For these purposes, "smaller companies" are those that, at the time of investment, 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).
Fees are Above Average compared to funds in the same category.
AllianceBernstein Small Cap Growth Portfolio has an expense ratio of 1.34 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.