AllianceBern Discovery Growth A
(CHCLX)
-0.01
-0.12%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 8.28 |
| Category | Mid-Cap Growth |
| Net Assets | 552.57 Mil |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Above Average |
- Last NAV update 5/23/2013 4:00 PM ET
| NA |
|---|
| The investment seeks long-term growth of capital. The fund invests primarily in a diversified portfolio of equity securities with relatively smaller capitalizations as compared to the overall U.S. market. It normally invests at least 80% of its net assets in the equity securities of small- and mid-capitalization companies. The fund may invest in foreign securities. It invests up to 20% of total assets in rights and warrants. The fund invests in approximately 60-120 stocks broadly diversified by sector. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 46.96% | 39.08% | 3.64% | 14.67% | 15.02% |
| Value ($) | 14,696.00 | 20,439.20 | 21,183.19 | 24,290.76 | 27,939.23 |
- Year to date performance as of 5/22/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | AllianceBernstein |
| Fund Manager | Kumar Kirpalani |
| Tenure (Years) | 4 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 4.25 |
| Expense Ratio | 1.11% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 6.03% |
| 3 Months | 6.44% |
| 1 Year | 22.16% |
| 3 Years* | 22.58% |
| 5 Years* | 9.68% |
- * Annualized returns
- Performance as of 5/22/2013 8:00 PM ET
| CHCLX | Mid-Cap Growth | |
|---|---|---|
| 5-Yr Return | 9.68% | 5.29% |
| Sharpe Ratio | 0.90 | 0.69 |
| Net Assets | 552.57 Mil | 359.02 Mil |
| Avg Market Cap | 3.77 Bil | 6.91 Bil |
| Avg P/E | 25.65 | 18.56 |
| Portfolio Turnover | 86 | 72 |
| Symbol | Value ($) |
|---|---|
| Stocks | 97.39% |
| Cash | 2.62% |
| Fixed Income | 0.00% |
| Other | 0.00% |
| NAME | % NET ASSETS |
|---|---|
| Robert Half International Inc. | 1.81% |
| United Rentals Inc | 1.79% |
| Kirby Corp. | 1.77% |
| Genesee & Wyoming, Inc. Class A | 1.71% |
| Cadence Design Systems, Inc. | 1.66% |
| Onyx Pharmaceuticals, Inc. | 1.64% |
| Hexcel Corporation | 1.62% |
| Valmont Industries, Inc. | 1.62% |
| CoStar Group, Inc. | 1.61% |
| Lincoln Electric Holdings, Inc. | 1.61% |
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