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AllianceBern quote and profile

 
 Companies |  Insiders  | Dashboard  
     
26.49
  
FUND
(0.09)  Macroaxis: -0.34 Down   0.34%  
Last 1 Month(s)
25.5726.8
 

Diversification Suggestion

Use AllianceBern to protect against small markets fluctuations. The fund experiences normal downward trend and little activity
Analyze AllianceBern Equity Trend or Check current 30 days AllianceBern correlation with market (S&P 500)
1 Month Beta 0.98  
Highest Price:  
Lowest Price:  
26.8  
25.57  
May 21 2013 
May 01 2013 
AllianceBern returns are very sensitive to returns on the market. As market goes up or down, AllianceBern is expected to follow.
AllianceBern Equity Income B llmost one BetaAllianceBern Equity Beta Legend
AUIBX United States NASDAQ
AllianceBern Equity Income B
AllianceBernstein
Large Value
Benchmark S&P 500
Contact Number: 800. 221. 5672
Currency: USD - US Dollar
Traded on NASDAQ Stock Exchange
    
Number of Employees1
Net Asset589.68 M
Last Dividend Paid0.1
 United States Russel   0.00 % No Change  
 
 United States Nasdaq   0.01 % Macroaxis: 0.01 Moved Down  
 
 United States SP 500   0.06 % Macroaxis: 0.06 Moved Down  
 
 United States NYSE   0.25 % Macroaxis: 0.25 Moved Down  
 
 thisRed AUIBX AUIBX agains markets  0.34 % Macroaxis: 0.34 Moved Down  
 
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Annie Tsao  Money Manager
Fund Manager since December 30, 2003
Tsao is a senior vice president and research analyst wit AllianceBernstein which she joined in 1984. Previously, she spent four years as a research assistant at Kidder Peabody and the following five years as a quantitati...
    

AllianceBern Price and Market Media

The median price of AllianceBern for the period between Fri, Apr 26, 2013 and Sun, May 26, 2013 is 26.24 with a coefficient of variation of 1.51. The daily time series for the period is distributed with a sample standard deviation of 0.4, arithmetic mean of 26.22, and mean deviation of 0.33. The Fund did not receive any noticable media coverage during the period.
AllianceBern         SP 500
Price Growth (%)
 

AllianceBern Summary

AllianceBern Equity Income B [AUIBX] is traded in USA and was established in October 17, 1993. The fund is listed under Large Value category and is part of AllianceBernstein family. This fund presently has accumulated 589.68 M in assets under management (AUM) with minimum initial investment of 2.5 K. AllianceBern Equity Income B is currently producing year-to-date (YTD) return of 4.9% with the current yeild of 1.91%, while the total return for the last 3 years was 13.24%.

Fund Instrument Allocation for AllianceBern

The fund consists of 96.59% investments in stocks, with the rest of investments allocated between bonds, cashand various exotic instruments.
Past Market
Over 30
Days
19
Out Of
100
 
Chance of
Less
Than
11 %
 
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AllianceBern Research Report

AllianceBern vs. RWMBX

Correlation analysis and fundamentals comparison between AllianceBern Equity and American Funds Washi

AllianceBern Asset Under Management

AllianceBern Equity Income B is rated below average in net asset among similar funds. Total Asset Under Management (AUM) of Large Value category is currently estimated at about 579.69 Billion. AllianceBern adds roughly 589.68 Million in net asset claiming only tiny portion of funds under Large Value category.

AllianceBern Fundamentals

Price to Earning vs Cash Position Weight
Last Dividend Paid vs Annual Yield
Price to Earning vs Three Year Return
One Year Return vs Annual Yield

AllianceBern vs Competition

AllianceBern vs. American Funds Washington Mutual R2
AllianceBern vs. American Funds Washington Mutual R3
AllianceBern vs. American Funds Washington Mutual R5
AllianceBern vs. American Funds Washington Mutual 529E
AllianceBern vs. American Funds Washington Mutual F1
AllianceBern vs. American Funds Washington Mutual C
AllianceBern vs. American Funds Washington Mutual 529F
AllianceBern vs. American Funds Washington Mutual 529B
AllianceBern vs. American Funds Washington Mutual A
AllianceBern vs. American Funds Washington Mutual R4

AllianceBern May 26 2013 Opportunity Range

Downside Deviation0.7007
Information Ratio0.0017
Maximum Drawdown1.71
Value At Risk(0.97)
Potential Upside0.9804

 
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