AllianceBernstein Global Risk Allocation

Scorecard
3 / 5 Stars
Lipper
3 2 3 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C- (Hold)

#17 in Tactical Allocation

U.S. News evaluated 98 Tactical Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 12.73 percent over the past year, 7.82 percent over the past three years, 11.33 percent over the past five years, and 5.14 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 9.2%
1 Year 12.7%
3 Years (Annualized) 7.8%
5 Years (Annualized) 11.3%
10 Years (Annualized) 5.1%

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Summary

The investment seeks total return consistent with reasonable risks through a combination of income and long-term growth of capital. The fund invests dynamically in a number of global asset classes, including equity/credit, fixed-income, and inflation-indexed instruments. Equity securities will comprise no more than 75% of the fund's investments. The fund may invest in fixed-income securities with a range of maturities from short- to long-term. It may invest up to 20% of its assets in high-yield securities.

Fees

Fees are Low compared to funds in the same category.
AllianceBernstein Global Risk Allocation has an expense ratio of 1.17 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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