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AllianceBern Concentrated Growth Adv (WPSGX) Fund Ranking and Research

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

    Last Trade: $27.43 on 10/31/2014, Change: +0.36 (1.33%)

 

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

Fund Manager Information

Fund Manager Tenure: 5.6 years
Fund Family: AllianceBernstein
Fund Category: Large Growth
Fund Performance: Sep 29, 2014
Fundmojo Fund Grade: A (Score: 0.73)     (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 Sep 29, 2014

  • AllianceBern Concentrated Growth Adv Fund (WPSGX) management has been with AllianceBern Concentrated Growth Adv Fund for 5.6 years
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good short-term performance (1-year return 17.85% vs 16.53% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good mid-term performance (3-year return 22.52% vs 21.54% Large Growth category median performance)
  • AllianceBern Concentrated Growth Adv Fund (WPSGX) has good Long-term performance (5-year return 15.44% vs 14.71% 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 17.00% vs Large Growth average of 46.51%. 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 12.72, lower than category average of 13.63
  • 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 Sep 29, 2014

See AllianceBern Concentrated Growth Adv Fund (WPSGX) performance details as of Sep 29, 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 Adv5.6617.8522.5215.44
American Funds AMCAP R6 (RAFGX)8.6719.3324.0016.25Compare
Baron Fifth Avenue Growth Instl (BFTIX)0000Compare
Gerstein Fisher Multi-Factor Growth Eq (GFMGX)6.2417.6823.240Compare

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
PowerShares Fundamental Pure La (PXLG)12.80%24.99%23.31%
iShares Morningstar Large Growth Index (JKE)9.84%22.43%23.16%
Rydex S&P 500 Pure Growth (RPG)10.43%22.35%25.89%
SPDR S&P 500 Growth ETF (SPYG)9.21%21.47%22.21%
Vanguard S&P 500 Growth Index ETF (VOOG)9.40%21.45%22.16%

 

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
09/2014$87.88M
08/2014$86.20M
07/2014$66.04M
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
08/20142.87%97.13%0%0%
07/20142.59%97.41%0%0%
06/20141.91%98.09%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

Aug 30, 2014
V.F. Corporation Common Stock [7.43%]
Ralph Lauren Corporation Common [6.44%]
Precision Castparts Corporation [6.44%]
Ecolab Inc. Common Stock [6.44%]
Mastercard Incorporated Common [6.37%]
Sensata Technologies Holding N. [6.24%]
Amphenol Corporation Common Sto [5.9%]
Verisk Analytics, Inc. [4.91%]
Charles Schwab Corporation (The [4.86%]
Accenture plc. Class A Ordinary [4.85%]

Jul 30, 2014
V.F. Corporation Common Stock [7.05%]
Ecolab Inc. Common Stock [6.35%]
Precision Castparts Corporation [6.18%]
Mastercard Incorporated Common [6.16%]
Celgene Corporation [5.98%]
Sensata Technologies Holding N. [5.96%]
Amphenol Corporation Common Sto [5.95%]
Ralph Lauren Corporation Common [5.51%]
Charles Schwab Corporation (The [4.89%]
Verisk Analytics, Inc. [4.77%]

Jun 29, 2014
V.F. Corporation Common Stock [7.02%]
Ecolab Inc. Common Stock [6.6%]
Sensata Technologies Holding N. [6.31%]
Celgene Corporation [6.17%]
Precision Castparts Corporation [6.13%]
Ralph Lauren Corporation Common [5.95%]
Amphenol Corporation Common Sto [5.9%]
Mastercard Incorporated Common [5.86%]
Yum! Brands, Inc. [4.89%]
Verisk Analytics, Inc. [4.81%]
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

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