Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update

Featured Advisor:
Howard Erman

Seal Beach, Ca
(562) 546-6021
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: $28.51 on 3/3/2015, Change: -0.15 (-0.52%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.9 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: Jan 30, 2015
Fundmojo Fund Grade: A (Score: 0.7)     (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 T. 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 Jan 30, 2015

  • AllianceBern Concentrated Growth Adv Fund (WPSGX) management has been with AllianceBern Concentrated Growth Adv Fund for 5.9 years
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good short-term performance (1-year return 14.59% vs 11.24% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good mid-term performance (3-year return 18.05% vs 16.62% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good Long-term performance (5-year return 15.22% vs 14.88% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) ratio of up-years vs down years is greater than 2
  • 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 17.00% vs Large Growth average of 57.31%. It is good that AllianceBern Concentrated Growth Adv management does not trade extensively for its return.
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a lower expense ratio than its Large Growth average: 1.06% vs 1.20%
  • 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 Jan 30, 2015

  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has a Morningstar rating of 3 and below
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) is more volatile than its peers as it has a 3-year Standard Deviation of 11.79 that is higher than category average of 10.72
See AllianceBern Concentrated Growth Adv Fund (WPSGX) performance details as of Jan 30, 2015

 

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-4.3614.5918.0515.22
American Funds AMCAP R6 (RAFGX)-1.5612.1518.3916.11Compare
Fidelity Series All-Sector Equity F (FSFFX)-2.4112.8817.8315.43Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)-2.1515.6118.1116.83Compare

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
Vanguard Interm-Tm Corp Bd Idx ETF (VCIT)3.02%8.70%5.42%
Vanguard Interm-Tm Govt Bd Idx ETF (VGIT)2.49%5.37%1.94%
RBS NASDAQ 100 Trendpilot ETN (TNDQ)-2.86%5.10%11.63%
Vanguard Russell 2000 Growth Index ETF (VTWG)-2.91%5.10%16.26%
Vanguard Mortgage-Backed Sec Idx ETF (VMBS)0.89%5.04%2.42%

 

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
01/2015$153.51M
12/2014$146.50M
11/2014$118.88M
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
12/20141.25%98.75%0%0%
11/20140.81%99.19%0%0%
10/20141.21%98.79%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, 2014
Mastercard Incorporated Common [6.79%]
Precision Castparts Corporation [6.29%]
Ecolab Inc. Common Stock [6.25%]
Verisk Analytics, Inc. [5.95%]
Ralph Lauren Corporation Common [5.84%]
Sensata Technologies Holding N. [5.84%]
V.F. Corporation Common Stock [5.8%]
THE CHARLES SCHWAB CORPORATION [4.91%]
Quintiles Transnational Holding [4.88%]
YUM! BRANDS, INC. [4.88%]

Nov 29, 2014
Mastercard Incorporated Common [7.2%]
Precision Castparts Corporation [6.51%]
Ralph Lauren Corporation Common [6.44%]
V.F. Corporation Common Stock [6.42%]
Sensata Technologies Holding N. [6.19%]
Ecolab Inc. Common Stock [6.11%]
Verisk Analytics, Inc. [5.91%]
Celgene Corporation [5.06%]
Amphenol Corporation Common Sto [5.01%]
Zoetis Inc. Class A Common Stoc [4.93%]

Oct 30, 2014
Mastercard Incorporated Common [7.42%]
Ecolab Inc. Common Stock [6.7%]
Verisk Analytics, Inc. [6.48%]
V.F. Corporation Common Stock [6.43%]
Precision Castparts Corporation [6.3%]
Sensata Technologies Holding N. [6%]
Ralph Lauren Corporation Common [5.6%]
Quintiles Transnational Holding [4.96%]
Charles Schwab Corporation (The [4.88%]
Amphenol Corporation Common Sto [4.88%]
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