Mutual Fund Insights: AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

In-depth Analysis of AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

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See AllianceBern Glbl Rel Est Invmt B Fund (AREBX) performance details as of January 31, 2010

  

Last Trade: $10.38 on 3/19/2010, Change: -0.12 (-1.14%)

  

Fund Manager - Joseph G. Paul

Fund Manager Tenure: 5.6 years   [Similar Funds: AREAX  ARECX ]
Fundmojo Fund Grade: E (Score: 0.37)     (What does this score mean?)

Paul is a senior vice president of AllianceBernstein. He is also currently the Global Head of Diversified Value Services. Previously, he was chief investment officer of small and mid-capitalization value equities from July 2002 until January 2009 and Global Real Estate Investments from July 2004 until January 2009.  Get more insights on Joseph G. Paul

  

 What we like about AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

Data for AllianceBern Glbl Rel Est Invmt B Fund (AREBX) as of January 31, 2010

• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) management has been with AllianceBern Glbl Rel Est Invmt B Fund for 5.6 years
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has an annual stock turnover rate of 67.00% vs Global Real Estate average of 69.72%. It is good that AllianceBern Glbl Rel Est Invmt B management does not trade extensively for its return.

  

 What we are cautious about AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

Data for AllianceBern Glbl Rel Est Invmt B Fund (AREBX) as of January 31, 2010

• AllianceBern Glbl Rel Est Invmt B Fund is a focused fund with 32.53% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has a less-than-ideal short-term performance (1-year return 45.27% vs 47.97% Global Real Estate category average)
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has a less-than-ideal mid-term performance (3-year return -17.35% vs -15.77% Global Real Estate category average)
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has a less-than-ideal Long-term performance (5-year return -0.22% vs 1.00% Global Real Estate category average)
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) ratio of up-years vs down years can be improved
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has a Morningstar rating of 3 and below
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) is less safe compared to its Global Real Estate peers
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) does not have a good risk adjusted return as its 3-year Alpha of -8.44 is worse than category average of -6.74, and its 3-year Sharpe ratio is -0.54
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.93 that is higher than category average of 29.8
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) has a higher management fee of 2.83% than its Global Real Estate average of 1.54%
• AllianceBern Glbl Rel Est Invmt B Fund (AREBX) carries a 4% load

See AllianceBern Glbl Rel Est Invmt B Fund (AREBX) performance details as of January 31, 2010

  

  

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AllianceBern Glbl Rel Est Invmt B Fund (AREBX) Net Asset

Track net asset change of AllianceBern Glbl Rel Est Invmt B fund (AREBX)

Date	Net Asset
01/2010	$7.98M
11/2009	$8.73M
10/2009	$8.72M

More historic net asset information on AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

  

AllianceBern Glbl Rel Est Invmt B Fund (AREBX) Portfolio Allocation

Track portfolio allocation change of AllianceBern Glbl Rel Est Invmt B fund (AREBX)

Date	Cash	Stock	Bond	Other
10/2009	0%	98.92%	0%	1.08%
08/2009	0%	94.94%	0%	5.07%
07/2009	0%	95.53%	0%	4.47%

Click here to see more historic asset allocation information on AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

  

Most Recent Top 10 Holdings in AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

Discover what AllianceBern Glbl Rel Est Invmt B Fund (AREBX) manager is buying

31-Oct-09 UNILEVER PLC AMER [5.96%] Sun Hung Kai Properties, Ltd. [5.16%] Mitsui Fudosan Co., Ltd. [3.6%] SIMON PPTY GRP INC [3.56%] WESTERN DIGITAL CP [3.55%] Kl?pierre [2.74%] New World Development Co. Ltd. [2.16%] Multiplan Empreendimentos Imobiliarios S.A. [1.83%] LAND SECURITIES GROUP PLC [1.83%] Lend Lease Group [1.78%]

31-Aug-09 UNILEVER PLC AMER [5.81%] Sun Hung Kai Properties, Ltd. [4.74%] Mitsui Fudosan Co., Ltd. [4.22%] WESTERN DIGITAL CP [3.38%] Alliancebernstein Fixed-Income Shs [3.14%] SIMON PPTY GRP INC [3.08%] Kl?pierre [2.5%] New World Development Co. Ltd. [2.04%] Lend Lease Corporation Limited [2.02%] Sumitomo Realty & Development Co., Ltd. [1.98%]

31-Jul-09 Sun Hung Kai Properties, Ltd. [5.77%] UNILEVER PLC AMER [5.57%] Mitsui Fudosan Co., Ltd. [4.4%] WESTERN DIGITAL CP [3.24%] SIMON PPTY GRP INC [2.93%] New World Development Co. Ltd. [2.61%] Alliancebernstein Fixed-Income Shs [2.26%] Kl?pierre [2.12%] Sumitomo Realty & Development Co., Ltd. [2.1%] Mitsubishi Estate [2.05%]

Click here for Stock Holding Change Map in AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

  

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See more information on AllianceBern Glbl Rel Est Invmt B Fund (AREBX)

• AllianceBern Glbl Rel Est Invmt B Fund Insights
• AllianceBern Glbl Rel Est Invmt B Fund Performance Data
• AllianceBern Glbl Rel Est Invmt B Fund News
• AllianceBern Glbl Rel Est Invmt B Fund Score Explaination
• AllianceBern Glbl Rel Est Invmt B Fund Manager Information
• Historic AllianceBern Glbl Rel Est Invmt B Fund Asset Allocation Report
• Historic AllianceBern Glbl Rel Est Invmt B Fund Top 10 Holding Tracking
• Historic AllianceBern Glbl Rel Est Invmt B Fund Asset Under Management Tracking