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Mutual Fund Insights: AllianceBern Great China 97 Adv Fund (GCHYX)

In-depth Analysis of AllianceBern Great China 97 Adv Fund (GCHYX)

Mutual fund chart: AllianceBern Great China 97 Adv Fund (GCHYX)

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See AllianceBern Great China 97 Adv Fund (GCHYX) performance details as of January 31, 2010

  

    Last Trade: $13.70 on 3/18/2010, Change: -0.03 (-0.22%)

  

Fund Manager - Vernon Yu

Fund Manager Tenure: 5.1 years   [Similar Funds: GCHAX  GCHBX  GCHCX ]
Fundmojo Fund Grade: D (Score: 0.48)     (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 Adv Fund (GCHYX) What we like about AllianceBern Great China 97 Adv Fund (GCHYX)

Data for AllianceBern Great China 97 Adv Fund (GCHYX) as of January 31, 2010

  • AllianceBern Great China 97 Adv Fund (GCHYX) management has been with AllianceBern Great China 97 Adv Fund for 5.1 years
  • AllianceBern Great China 97 Adv Fund (GCHYX) ratio of up-years vs down years is greater than 2
  • AllianceBern Great China 97 Adv Fund (GCHYX) is less volatile than its peers as it has a 3-year Standard Deviation of 32.95, lower than category average of 34.72
  • AllianceBern Great China 97 Adv Fund (GCHYX) has a lower management fee than its Pacific/Asia ex-Japan Stk average: 1.87% vs 1.99%
  • AllianceBern Great China 97 Adv Fund (GCHYX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern Great China 97 Adv Fund (GCHYX) What we are cautious about AllianceBern Great China 97 Adv Fund (GCHYX)

Data for AllianceBern Great China 97 Adv Fund (GCHYX) as of January 31, 2010

  • AllianceBern Great China 97 Adv 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 Adv Fund (GCHYX) has a less-than-ideal short-term performance (1-year return 58.04% vs 73.41% Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 Adv Fund (GCHYX) has a less-than-ideal mid-term performance (3-year return -1.25% vs 3.11% Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 Adv Fund (GCHYX) has a less-than-ideal Long-term performance (5-year return 12.02% vs 13.11% Pacific/Asia ex-Japan Stk category average)
  • AllianceBern Great China 97 Adv Fund (GCHYX) has a Morningstar rating of 3 and below
  • AllianceBern Great China 97 Adv Fund (GCHYX) is less safe compared to its Pacific/Asia ex-Japan Stk peers
  • AllianceBern Great China 97 Adv Fund (GCHYX) has an annual stock turnover rate of 105.00% that is higher than the Pacific/Asia ex-Japan Stk average of 87.64%. This could mean AllianceBern Great China 97 Adv is more nimble, but also signal potential high tax impact and high trading fees
  • AllianceBern Great China 97 Adv Fund (GCHYX) does not have a good risk adjusted return as its 3-year Alpha of 10.55 is worse than category average of 15.74, and its 3-year Sharpe ratio is 0.07
See AllianceBern Great China 97 Adv Fund (GCHYX) performance details as of January 31, 2010

  

  

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

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AllianceBern Great China 97 Adv Fund (GCHYX) Net Asset

Track net asset change of AllianceBern Great China 97 Adv fund (GCHYX)

DateNet Asset
01/2010$3.78M
11/2009$4.11M
10/2009$3.97M
More historic net asset information on AllianceBern Great China 97 Adv Fund (GCHYX)

  

AllianceBern Great China 97 Adv Fund (GCHYX) Portfolio Allocation

Track portfolio allocation change of AllianceBern Great China 97 Adv fund (GCHYX)

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 Adv Fund (GCHYX)

  

Most Recent Top 10 Holdings in AllianceBern Great China 97 Adv Fund (GCHYX)

Discover what AllianceBern Great China 97 Adv Fund (GCHYX) 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 Adv Fund (GCHYX)

  

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