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AB Balance Wealth Strategy R (ABWRX) Fund Ranking and Research

Ranking, Research and Recommendation of AB Balance Wealth Strategy R (ABWRX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of AB Balance Wealth Strategy R Fund (ABWRX) ManagerFund Manager - Christopher H. Nikolich

Fund Manager Information

Fund Manager Tenure: 15.5 years
Similar Funds: ABWAX  ABWBX  ABWCX  ABWIX  ABWKX  ABWYX 
Fund Family: AllianceBernstein
Fund Category: Allocation--50% to 70% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: D (Score: 0.45)     (What does this score mean?)

 

Graph of AB Balance Wealth Strategy R Fund (ABWRX) ProfileAB Balance Wealth Strategy R Fund (ABWRX) Profile

Fund Profile and Description

AB Balance Wealth Strategy R Fund seeks to achieve the highest total return. AB Balance Wealth Strategy R Fund normally invests in a combination of underlying portfolios representing a variety of asset classes and investment styles that are also managed by the advisor. The advisor targets a weighting of 60% of the underlying portfolios that invest primarily in equity securities and 40% of the underlying portfolios that invest primarily in debt securities with a goal of providing moderate upside potential without excessive volatility.

 

AB Balance Wealth Strategy R (ABWRX) Fund Strength What we like about AB Balance Wealth Strategy R (ABWRX) Fund

Data for AB Balance Wealth Strategy R Fund (ABWRX) as of May 30, 2016

  • AB Balance Wealth Strategy R Fund (ABWRX) management has been with AB Balance Wealth Strategy R Fund for 15.5 years
  • AB Balance Wealth Strategy R Fund (ABWRX) ratio of up-years vs down years is greater than 2
  • AB Balance Wealth Strategy R Fund (ABWRX) has an annual stock turnover rate of 9.00% vs Allocation--50% to 70% Equity average of 56.38%. It is good that AB Balance Wealth Strategy R management does not trade extensively for its return.

AB Balance Wealth Strategy R Fund (ABWRX) Weakness What we are cautious about AB Balance Wealth Strategy R (ABWRX) Fund

Data for AB Balance Wealth Strategy R Fund (ABWRX) as of May 30, 2016

  • AB Balance Wealth Strategy R Fund (ABWRX) has a less-than-ideal short-term performance (1-year return -4.01% vs -1.86% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy R Fund (ABWRX) has a less-than-ideal mid-term performance (3-year return 3.81% vs 5.29% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy R Fund (ABWRX) has a less-than-ideal Long-term performance (5-year return 3.73% vs 5.94% Allocation--50% to 70% Equity category median performance)
  • AB Balance Wealth Strategy R Fund (ABWRX) has a Morningstar rating of 3 and below
  • AB Balance Wealth Strategy R Fund (ABWRX) is less safe compared to its Allocation--50% to 70% Equity peers
  • AB Balance Wealth Strategy R Fund (ABWRX) is more volatile than its peers as it has a 3-year Standard Deviation of 7.88 that is higher than category average of 7.71
  • AB Balance Wealth Strategy R Fund (ABWRX) has a higher expense ratio of 1.26% than its Allocation--50% to 70% Equity average of 0.85%
  • Even though AB Balance Wealth Strategy R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AB Balance Wealth Strategy R Fund (ABWRX) performance details as of May 30, 2016

 

What do you think?

 

Compare AB Balance Wealth Strategy R Fund (ABWRX)Compare with other top Allocation--50% to 70% Equity category mutual funds

Aadditional top Allocation--50% to 70% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AB Balance Wealth Strategy R2.06-4.013.813.73
American Funds American Balanced R6 (RLBGX)3.613.328.289.60Compare
Thrivent Balanced Income Plus I (IBBFX)3.29-0.556.376.46Compare
Pioneer Classic Balanced Y (AYBLX)1.60-2.026.897.06Compare

See top fund managers for Allocation--50% to 70% Equity Category Funds

 

Compare AB Balance Wealth Strategy R Fund (ABWRX)Compare with Allocation--50% to 70% Equity category ETFs

Some Allocation--50% to 70% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Growth Allocation (AOR)2.87%-1.59%5.38%

 

Graph of AB Balance Wealth Strategy R Fund (ABWRX) Net Asset TrackingAB Balance Wealth Strategy R (ABWRX) Fund Net Asset

Track net asset change of AB Balance Wealth Strategy R fund (ABWRX)

DateNet Asset
05/2016$1.04B
03/2016$1.06B
02/2016$1.02B
More historic net asset information on AB Balance Wealth Strategy R Fund (ABWRX)

  

Graph of AB Balance Wealth Strategy R Fund (ABWRX) Portfolio TrackingAB Balance Wealth Strategy R (ABWRX) Fund Portfolio Allocation

Track portfolio allocation change of AB Balance Wealth Strategy R fund (ABWRX)

DateCashStockBondOther
04/20169.7%57.77%31.27%0.65%
02/201610.75%54.98%32.57%1.06%
12/201510.45%56.02%32.16%1.05%
Click here to see more historic asset allocation information on AB Balance Wealth Strategy R Fund (ABWRX)

 

graph of AB Balance Wealth Strategy R Fund (ABWRX) Top 10 Position TrackingTop 10 Holdings in AB Balance Wealth Strategy R (ABWRX) Fund

Discover what AB Balance Wealth Strategy R Fund (ABWRX) manager is buying

Apr 29, 2016
AB Multi-Manager Alternative Strats Z [7.76%]
United Kingdom (Government Of) 2% [0.74%]
Exxon Mobil Corporation Common [0.73%]
US Treasury Note [0.68%]
Facebook, Inc. [0.62%]
iShares International Dev Rel Est [0.6%]
Royal Dutch Shell PLC Class A [0.6%]
Alphabet Inc. [0.58%]

Feb 28, 2016
AB Multi-Manager Alternative Strats Z [7.91%]
Exxon Mobil Corporation Common [0.69%]
US Treasury Note [0.69%]
Facebook, Inc. [0.62%]
Alphabet Inc. [0.61%]
Apple Inc. [0.6%]
US Treasury TIP [0.6%]

Dec 30, 2015
US Treasury Note [1.02%]
Apple Inc. [0.7%]
Exxon Mobil Corporation Common [0.62%]
Facebook, Inc. [0.61%]
Alphabet Inc. [0.6%]
US Treasury TIP [0.57%]
UnitedHealth Group Incorporated [0.52%]
US Treasury Note 2.125% [0.52%]
Click here for Stock Holding Change Map in AB Balance Wealth Strategy R Fund (ABWRX)

  

Latest News on AB Balance Wealth Strategy R (ABWRX) Fund

See what is happening with AB Balance Wealth Strategy R Fund (ABWRX)

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AB Balance Wealth Strategy R Fund (ABWRX) Related ResourcesSee more information on AB Balance Wealth Strategy R (ABWRX) Fund

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