3 / 5 Stars
3 2 5 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 303 World Stock 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 10.43 percent over the past year, and 9.18 percent over the past three years.
|Trailing Returns||Updated 03.31.2014|
|Year to date||1.3%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term capital appreciation and income. Under normal market conditions, the fund invests primarily in a portfolio of common stocks of issuers in developed markets throughout the world, including the United States. It generally invests at least 80% of its net assets (including any borrowings for investment purposes) in an integrated strategy comprised of equity securities of companies with large market capitalizations and writing (selling) covered call options on a portion of the equity securities held in the fund's portfolio. The fund is non-diversified.
Fees are Above Average compared to funds in the same category.
AllianceBernstein/TWM Global Equity & Covered Call Strategy Fund has an expense ratio of 1.16 percent.
Risk is Low compared to funds in the same category according to Morningstar.