Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Dean L. Boebinger

Houston, TX
(281) 378-8008
More Details

Historical Analysis

Partners

Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | WPSGX Insights | WPSGX Score | WPSGX Performance | WPSGX News | WPSGX Allocation | WPSGX Holdings Change

AllianceBern Concentrated Growth Adv (WPSGX) Fund Ranking and Research

Ranking, Research and Recommendation of AllianceBern Concentrated Growth Adv (WPSGX) Fund

    Last Trade: $24.54 on 4/16/2014, Change: +0.34 (1.4%)

 

Graph of AllianceBern Concentrated Growth Adv Fund (WPSGX) ManagerFund Manager - James Tierney

Fund Manager Information

Fund Manager Tenure: 5.0 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: Mar 30, 2014
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Jim is Managing Director - Chief Investment Officer of W.P. Stewart & Co., Ltd. Mr. Tierney began his career in the Equity Research Department at J.P. Morgan Investment Management in 1988. He analyzed companies in the entertainment, healthcare and finance industries. Mr. Tierney left J.P. Morgan in 1990 to attend business school and returned after completing his M.B.A in 1992 to become a Senior Analyst. As a Senior Analyst he followed a succession of industries, including energy, transportation, media and entertainment before joining W.P. Stewart in 2000. Mr. Tierney holds a B.S. degree from Providence College and an M.B.A. from Columbia University.  Get more insights on James Tierney

 

Graph of AllianceBern Concentrated Growth Adv Fund (WPSGX) ProfileAllianceBern Concentrated Growth Adv Fund (WPSGX) Profile

Fund Profile and Description

AllianceBern Concentrated Growth Adv Fund seeks capital gains. AllianceBern Concentrated Growth Adv Fund typically invests in common stocks of companies based on a variety of factors. It primarily invests in large-market capitalization companies, which are companies that have market capitalizations of $5 billion or more (large-cap). AllianceBern Concentrated Growth Adv Fund's portfolio normally consists primarily of common stocks of U.S.-based companies listed on the New York Stock Exchange. It is non-diversified.

 

AllianceBern Concentrated Growth Adv (WPSGX) Fund Strength What we like about AllianceBern Concentrated Growth Adv (WPSGX) Fund

Data for AllianceBern Concentrated Growth Adv Fund (WPSGX) as of Mar 30, 2014

  • AllianceBern Concentrated Growth Adv Fund (WPSGX) management has been with AllianceBern Concentrated Growth Adv Fund for 5.0 years
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good mid-term performance (3-year return 15.82% vs 13.09% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) ratio of up-years vs down years is greater than 2
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a Morningstar rating of 4 and above
  • Asset base in AllianceBern Concentrated Growth Adv Fund (WPSGX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has an annual stock turnover rate of 42.00% vs Large Growth average of 63.11%. It is good that AllianceBern Concentrated Growth Adv management does not trade extensively for its return.
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.48, lower than category average of 14.38
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

AllianceBern Concentrated Growth Adv Fund (WPSGX) Weakness What we are cautious about AllianceBern Concentrated Growth Adv (WPSGX) Fund

Data for AllianceBern Concentrated Growth Adv Fund (WPSGX) as of Mar 30, 2014

  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a less-than-ideal short-term performance (1-year return 19.23% vs 23.23% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a less-than-ideal Long-term performance (5-year return 19.16% vs 20.08% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a higher expense ratio of 1.23% than its Large Growth average of 1.21%
See AllianceBern Concentrated Growth Adv Fund (WPSGX) performance details as of Mar 30, 2014

 

What do you think?

 

Compare AllianceBern Concentrated Growth Adv Fund (WPSGX)Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

FundYear to Date1 Year3 year5 year
AllianceBern Concentrated Growth Adv-2.3119.2315.8219.16
American Funds AMCAP R6 (RAFGX)3.1028.0916.2322.69Compare
Baron Fifth Avenue Growth Instl (BFTIX)0.3729.9316.0020.85Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)-0.2424.5114.660Compare

See top fund managers for Large Growth Category Funds

 

Compare AllianceBern Concentrated Growth Adv Fund (WPSGX)Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETFYear to DateOne YearThree Year
Rydex S&P 500 Pure Growth (RPG)4.28%32.66%17.12%
First Trust US IPO Index (FPX)1.33%31.12%23.16%
RP Focused Large Cap Growth ETF (RWG)0.63%29.66%13.09%
First Trust NASDAQ-100 Equal Weight Idx (QQEW)2.24%28.44%14.61%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)0.23%28.31%0

 

Graph of AllianceBern Concentrated Growth Adv Fund (WPSGX) Net Asset TrackingAllianceBern Concentrated Growth Adv (WPSGX) Fund Net Asset

Track net asset change of AllianceBern Concentrated Growth Adv fund (WPSGX)

DateNet Asset
03/2014$25.10M
02/2014$24.72M
01/2014$23.52M
More historic net asset information on AllianceBern Concentrated Growth Adv Fund (WPSGX)

  

Graph of AllianceBern Concentrated Growth Adv Fund (WPSGX) Portfolio TrackingAllianceBern Concentrated Growth Adv (WPSGX) Fund Portfolio Allocation

Track portfolio allocation change of AllianceBern Concentrated Growth Adv fund (WPSGX)

DateCashStockBondOther
12/20130.46%99.54%0%0%
09/20132.51%97.49%0%0%
06/20131.16%98.84%0%0%
Click here to see more historic asset allocation information on AllianceBern Concentrated Growth Adv Fund (WPSGX)

 

graph of AllianceBern Concentrated Growth Adv Fund (WPSGX) Top 10 Position TrackingTop 10 Holdings in AllianceBern Concentrated Growth Adv (WPSGX) Fund

Discover what AllianceBern Concentrated Growth Adv Fund (WPSGX) manager is buying

Dec 30, 2013
V.F. Corporation Common Stock [7.88%]
Ralph Lauren Corporation Common [7.44%]
Amphenol Corporation Common Sto [6.02%]
Sensata Technologies Holding N. [5.89%]
Precision Castparts Corporation [5.83%]
Verisk Analytics, Inc. [5.69%]
Mastercard Incorporated Common [5.56%]
Yum! Brands, Inc. [5.41%]
Celgene Corporation [4.93%]
Covidien plc. Ordinary Shares ( [4.91%]

Sep 29, 2013
V.F. Corporation Common Stock [7.55%]
Ralph Lauren Corporation Common [6.5%]
Celgene Corporation [5.77%]
Amphenol Corporation Common Sto [5.55%]
Accenture plc. Class A Ordinary [5.3%]
Mastercard Incorporated Common [5.28%]
Yum! Brands, Inc. [5.19%]
Precision Castparts Corporation [5.07%]
Express Scripts Holding Company [4.93%]
Ecolab Inc. Common Stock [4.92%]

Jun 29, 2013
V.F. Corporation Common Stock [8.57%]
Express Scripts Holding Company [7.67%]
Ralph Lauren Corporation Common [7.03%]
Accenture plc. Class A Ordinary [6.76%]
Amphenol Corporation Common Sto [6.08%]
Verisk Analytics, Inc. [5.01%]
Mastercard Incorporated Common [4.97%]
Charles Schwab Corporation (The [4.91%]
Apple Inc. [4.83%]
Sensata Technologies Holding N. [4.82%]
Click here for Stock Holding Change Map in AllianceBern Concentrated Growth Adv Fund (WPSGX)

  

Latest News on AllianceBern Concentrated Growth Adv (WPSGX) Fund

See what is happening with AllianceBern Concentrated Growth Adv Fund (WPSGX)

 

AllianceBern Concentrated Growth Adv Fund (WPSGX) Related ResourcesSee more information on AllianceBern Concentrated Growth Adv (WPSGX) Fund

Popular pages on AllianceBern Concentrated Growth Adv (WPSGX) Fund