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Mutual Fund Insights: AllianceBern Great China 97 B Fund (GCHBX)

In-depth Analysis of AllianceBern Great China 97 B Fund (GCHBX)

Mutual fund chart: AllianceBern Great China 97 B Fund (GCHBX)

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

  

    Last Trade: $12.24 on 3/19/2010, Change: -0.05 (-0.41%)

  

Fund ManagerFund Manager - Richard Chow

Fund Manager Tenure: 1.4 years   [Similar Funds: GCHAX  GCHCX  GCHYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Mr. Richard Chow joined the firm in 1997 as an analyst covering China conglomerates and regional technology companies.From 2000 to 2005, Richard Chow served as leader of Global Emerging Markets Technology (Growth), and served as Director of China Research between 2005 to 2008.  Get more insights on Richard Chow

  

What we like about AllianceBern Great China 97 B Fund (GCHBX) What we like about AllianceBern Great China 97 B Fund (GCHBX)

Data for AllianceBern Great China 97 B Fund (GCHBX) as of February 28, 2010

  • AllianceBern Great China 97 B Fund (GCHBX) has good Long-term performance (5-year return 9.98% vs 12.21 % Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 B Fund (GCHBX) 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 B Fund (GCHBX) What we are cautious about AllianceBern Great China 97 B Fund (GCHBX)

Data for AllianceBern Great China 97 B Fund (GCHBX) as of February 28, 2010

  • AllianceBern Great China 97 B Fund (GCHBX) management has been with AllianceBern Great China 97 B 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 B 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 B Fund (GCHBX) has a less-than-ideal short-term performance (1-year return 60.85% vs 85.24 % Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 B Fund (GCHBX) has a less-than-ideal mid-term performance (3-year return -1.62% vs 3.74 % Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 B Fund (GCHBX) ratio of up-years vs down years can be improved
  • AllianceBern Great China 97 B Fund (GCHBX) has a Morningstar rating of 3 and below
  • AllianceBern Great China 97 B Fund (GCHBX) 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 B is more nimble, but also signal potential high tax impact and high trading fees
  • AllianceBern Great China 97 B Fund (GCHBX) does not have a good risk adjusted return as its 3-year Alpha of 10.76 is worse than category average of 16.86, and its 3-year Sharpe ratio is 0.06
  • AllianceBern Great China 97 B Fund (GCHBX) has a higher management fee of 2.92% than its Pacific/Asia ex-Japan Stk average of 2.01%
  • AllianceBern Great China 97 B Fund (GCHBX) carries a 4% load
See AllianceBern Great China 97 B Fund (GCHBX) performance details as of February 28, 2010

  

  

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

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AllianceBern Great China 97 B Fund (GCHBX) Net Asset

Track net asset change of AllianceBern Great China 97 B fund (GCHBX)

DateNet Asset
02/2010$63.87M
01/2010$11.05M
11/2009$12.08M
More historic net asset information on AllianceBern Great China 97 B Fund (GCHBX)

  

AllianceBern Great China 97 B Fund (GCHBX) Portfolio Allocation

Track portfolio allocation change of AllianceBern Great China 97 B fund (GCHBX)

DateCashStockBondOther
10/20090%100%0%0%
08/20091.33%98.67%0%0%
07/20091.71%98.29%0%0%
Click here to see more historic asset allocation information on AllianceBern Great China 97 B Fund (GCHBX)

  

Most Recent Top 10 Holdings in AllianceBern Great China 97 B Fund (GCHBX)

Discover what AllianceBern Great China 97 B Fund (GCHBX) 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 B Fund (GCHBX)

  

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