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Mutual Fund Insights: AllianceBern Interm NY Muni A Fund (ANIAX)

In-depth Analysis of AllianceBern Interm NY Muni A Fund (ANIAX)

Mutual fund chart: AllianceBern Interm NY Muni A Fund (ANIAX)

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See AllianceBern Interm NY Muni A Fund (ANIAX) performance details as of February 28, 2010

  

    Last Trade: $14.31 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Michael S. Brooks

Fund Manager Tenure: 10.2 years
Fundmojo Fund Grade: B (Score: 0.63)     (What does this score mean?)
Michael S. Brooks is the senior vice president Manager of AllianceBernstein, with which Michael S. Brooks has been associated since prior to 2002.  Get more insights on Michael S. Brooks

  

What we like about AllianceBern Interm NY Muni A Fund (ANIAX) What we like about AllianceBern Interm NY Muni A Fund (ANIAX)

Data for AllianceBern Interm NY Muni A Fund (ANIAX) as of February 28, 2010

  • AllianceBern Interm NY Muni A Fund (ANIAX) management has been with AllianceBern Interm NY Muni A Fund for 10.2 years
  • AllianceBern Interm NY Muni A Fund (ANIAX) has good mid-term performance (3-year return 4.38% vs 3.67 % Muni New York Int/Sh category average)
  • AllianceBern Interm NY Muni A Fund (ANIAX) has good Long-term performance (5-year return 3.66% vs 3.43 % Muni New York Int/Sh category average)
  • AllianceBern Interm NY Muni A Fund (ANIAX) ratio of up-years vs down years is greater than 2
  • AllianceBern Interm NY Muni A Fund (ANIAX) has an annual stock turnover rate of 19.00% vs Muni New York Int/Sh average of 33.99%. It is good that AllianceBern Interm NY Muni A management does not trade extensively for its return.
  • AllianceBern Interm NY Muni A Fund (ANIAX) is less volatile than its peers as it has a 3-year Standard Deviation of 4.14, lower than category average of 5.21
  • AllianceBern Interm NY Muni A Fund (ANIAX) has a lower management fee than its Muni New York Int/Sh average: 0.87% vs 0.98%

  

What we are cautious about AllianceBern Interm NY Muni A Fund (ANIAX) What we are cautious about AllianceBern Interm NY Muni A Fund (ANIAX)

Data for AllianceBern Interm NY Muni A Fund (ANIAX) as of February 28, 2010

  • AllianceBern Interm NY Muni A Fund (ANIAX) has a less-than-ideal short-term performance (1-year return 6.55% vs 8.28 % Muni New York Int/Sh category average)
  • AllianceBern Interm NY Muni A Fund (ANIAX) has a Morningstar rating of 3 and below
  • AllianceBern Interm NY Muni A Fund (ANIAX) is less safe compared to its Muni New York Int/Sh peers
  • AllianceBern Interm NY Muni A Fund (ANIAX) carries a 3% load
See AllianceBern Interm NY Muni A Fund (ANIAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Muni New York Int/Sh category?

Below are some additional Muni New York Int/Sh mutual funds generated out of our database

  

AllianceBern Interm NY Muni A Fund (ANIAX) Net Asset

Track net asset change of AllianceBern Interm NY Muni A fund (ANIAX)

DateNet Asset
02/2010$1.94B
01/2010$94.18M
11/2009$75.28M
More historic net asset information on AllianceBern Interm NY Muni A Fund (ANIAX)

  

AllianceBern Interm NY Muni A Fund (ANIAX) Portfolio Allocation

Track portfolio allocation change of AllianceBern Interm NY Muni A fund (ANIAX)

DateCashStockBondOther
10/20091.99%0%98.01%0%
08/20092.25%0%97.75%0%
07/20091.89%0%98.11%0%
Click here to see more historic asset allocation information on AllianceBern Interm NY Muni A Fund (ANIAX)

  

Most Recent Top 10 Holdings in AllianceBern Interm NY Muni A Fund (ANIAX)

Discover what AllianceBern Interm NY Muni A Fund (ANIAX) manager is buying

31-Oct-09
New York St Twy Auth 5% [4.07%]
New York St Twy Auth 4% [2.89%]
FHLBA 4.75% [2.28%]
New York St Dorm Auth 5% [1.57%]
New York N Y City Tr Cultural Rev 5.75% [1.47%]
Puerto Rico Sales Tax Fing Cor Rev 5.5% [1.41%]
Citizens Ppty Ins Corp Fla Senior Se 6% [1.37%]
Federal Hm Ln Banks 1.75% [1.36%]
New York St Twy Auth 5% [1.36%]
New York St Loc Govt Assistanc Ref Bd 5% [1.32%]

31-Aug-09
New York St Twy Auth 5% [4.22%]
New York St Twy Auth 4% [3.01%]
New York St Dorm Auth 5% [1.64%]
New York N Y City Tr Cultural Rev 5.75% [1.48%]
PUERTO RICO SALES TAX FING COR REV BDS [1.45%]
New York St Twy Auth 5% [1.42%]
CITIZENS PPTY INS CORP FLA SENIOR SE [1.39%]
New York St Dorm Auth 5% [1.38%]
New York St Loc Govt Assistanc Ref Bd 5% [1.38%]
New York N Y City Transitional Future 5% [1.21%]

31-Jul-09
New York St Twy Auth 5% [4.29%]
New York St Twy Auth 4% [3.04%]
New York St Dorm Auth 5% [1.65%]
New York N Y City Tr Cultural Rev 5.75% [1.51%]
New York St Twy Auth 5% [1.44%]
PUERTO RICO SALES TAX FING COR REV BDS [1.43%]
New York St Loc Govt Assistanc Ref Bd 5% [1.4%]
New York St Dorm Auth 5% [1.4%]
CITIZENS PPTY INS CORP FLA SENIOR SE [1.39%]
New York N Y City Transitional Future 5% [1.24%]
Click here for Stock Holding Change Map in AllianceBern Interm NY Muni A Fund (ANIAX)

  

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