Financial Optimization through Technology Innovation

Top Fund Managers

Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White

Bookmark this site!

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance

Fund Mojo on Facebook

Mutual Fund Insights: AllianceBern Great China 97 A Fund (GCHAX)

In-depth Analysis of AllianceBern Great China 97 A Fund (GCHAX)

Mutual fund chart: AllianceBern Great China 97 A Fund (GCHAX)

3 months
6 months
1 year
3 year
5 year

See AllianceBern Great China 97 A Fund (GCHAX) performance details as of February 28, 2010

Last Trade: $13.29 on 3/19/2010, Change: -0.06 (-0.45%)

Fund Manager - Vernon Yu

Fund Manager Tenure: 1.4 years [Similar Funds: GCHBX GCHCX GCHYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Yu is vice president of AllianceBernstein, L.P. He has been with the firm in a substantially similar capacity to his current position since January 2005. Prior thereto, Yu was a senior investment manager with HSBC Asset Management, where he covered the Hong Kong equity market and Asian (ex-Japan) financial institutions since prior to 2000. Get more insights on Vernon Yu

What we like about AllianceBern Great China 97 A Fund (GCHAX)

Data for AllianceBern Great China 97 A Fund (GCHAX) as of February 28, 2010

AllianceBern Great China 97 A Fund (GCHAX) is less volatile than its peers as it has a 3-year Standard Deviation of 32.95, lower than category average of 34.6

What we are cautious about AllianceBern Great China 97 A Fund (GCHAX)

Data for AllianceBern Great China 97 A Fund (GCHAX) as of February 28, 2010

AllianceBern Great China 97 A Fund (GCHAX) management has been with AllianceBern Great China 97 A Fund for only 1.4 years, it is hard to judge manager's ability based on this fund's operation record
AllianceBern Great China 97 A Fund is a focused fund with 41.89% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
AllianceBern Great China 97 A Fund (GCHAX) has a less-than-ideal short-term performance (1-year return 62.12% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
AllianceBern Great China 97 A Fund (GCHAX) has a less-than-ideal mid-term performance (3-year return -0.88% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
AllianceBern Great China 97 A Fund (GCHAX) has a less-than-ideal Long-term performance (5-year return 10.79% vs 12.21 % Pacific/Asia ex-Japan Stk category average)
AllianceBern Great China 97 A Fund (GCHAX) ratio of up-years vs down years can be improved
AllianceBern Great China 97 A Fund (GCHAX) has a Morningstar rating of 3 and below
AllianceBern Great China 97 A Fund (GCHAX) has an annual stock turnover rate of 105.00% that is higher than the Pacific/Asia ex-Japan Stk average of 84.26%. This could mean AllianceBern Great China 97 A is more nimble, but also signal potential high tax impact and high trading fees
AllianceBern Great China 97 A Fund (GCHAX) does not have a good risk adjusted return as its 3-year Alpha of 11.49 is worse than category average of 16.86, and its 3-year Sharpe ratio is 0.08
AllianceBern Great China 97 A Fund (GCHAX) has a higher management fee of 2.02% than its Pacific/Asia ex-Japan Stk average of 2.01%
AllianceBern Great China 97 A Fund (GCHAX) carries a 4.25% load

See AllianceBern Great China 97 A Fund (GCHAX) performance details as of February 28, 2010

Interested in other top mutual funds in similar Pacific/Asia ex-Japan Stk category?

Below are some additional Pacific/Asia ex-Japan Stk mutual funds generated out of our database

AllianceBern Great China 97 A Fund (GCHAX) Net Asset

Track net asset change of AllianceBern Great China 97 A fund (GCHAX)

Date	Net Asset
02/2010	$63.87M
01/2010	$35.33M
11/2009	$37.99M

More historic net asset information on AllianceBern Great China 97 A Fund (GCHAX)

AllianceBern Great China 97 A Fund (GCHAX) Portfolio Allocation

Track portfolio allocation change of AllianceBern Great China 97 A fund (GCHAX)

Date	Cash	Stock	Bond	Other
10/2009	0%	100%	0%	0%
08/2009	1.33%	98.67%	0%	0%
07/2009	1.71%	98.29%	0%	0%

Click here to see more historic asset allocation information on AllianceBern Great China 97 A Fund (GCHAX)

Most Recent Top 10 Holdings in AllianceBern Great China 97 A Fund (GCHAX)

Discover what AllianceBern Great China 97 A Fund (GCHAX) manager is buying

31-Oct-09

Industrial And Commercial Bank Of China Limited [6.02%]
CNOOC, Ltd. [5.48%]
Hon Hai Precision Ind. Co., Ltd. [5.47%]
China Construction Bank Corporation [4.9%]
Taiwan Semiconductor Manufacturing [4.63%]
China Life Insurance Company, Ltd. [4.19%]
Sun Hung Kai Properties, Ltd. [4.07%]
Tencent Hldgs Limi [3.1%]
China Shenhua Energy Company Limited [3.03%]
Cathay Financial Holding Co., Ltd. [3%]

31-Aug-09

China Mobile Ltd. [5.73%]
Industrial And Commercial Bank Of China Limited [5.38%]
Taiwan Semiconductor Manufacturing [4.78%]
China Construction Bank Corporation [4.47%]
China Life Insurance Company, Ltd. [4.27%]
Hon Hai Precision Ind. Co., Ltd. [4.01%]
CNOOC, Ltd. [3.68%]
Tencent Hldgs Limi [2.76%]
Sun Hung Kai Properties, Ltd. [2.65%]
Cathay Financial Holding Co., Ltd. [2.64%]

31-Jul-09

China Mobile Ltd. [5.81%]
Industrial And Commercial Bank Of China Limited [5.37%]
China Construction Bank Corporation [4.52%]
Taiwan Semiconductor Manufacturing [4.5%]
China Life Insurance Company, Ltd. [4.26%]
Hon Hai Precision Ind. Co., Ltd. [3.9%]
CNOOC, Ltd. [3.55%]
Sun Hung Kai Properties, Ltd. [2.82%]
Cathay Financial Holding Co., Ltd. [2.76%]
Yuanta Financial Holdings [2.71%]

Click here for Stock Holding Change Map in AllianceBern Great China 97 A Fund (GCHAX)

Related books and products to AllianceBern Great China 97 A Fund (GCHAX)

Latest News on AllianceBern Great China 97 A (GCHAX)

See what is happening with AllianceBern Great China 97 A Fund (GCHAX)

Yahoo! Finance: RSS feed not found

See more news on AllianceBern Great China 97 A Fund (GCHAX)

Books and Resources

See more information on AllianceBern Great China 97 A Fund (GCHAX)

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.