July 23, 2014 2:38 AM ET

Capital Markets

Company Overview of AllianceBernstein Portfolios - AllianceBernstein Tax-Managed Balanced Wealth Strategy

Company Overview

AllianceBernstein Portfolios - AllianceBernstein Tax-Managed Balanced Wealth Strategy is an open-ended balanced mutual fund launched and managed by AllianceBernstein L.P. The fund invests in the public equity and fixed income markets across the globe. It seeks to invest in the stocks of companies operating across diversified sectors. For the equity component, the fund invests in blend of growth and value stocks operating across all market capitalizations. For its fixed income component, it invests in investment-grade tax-exempt bonds, but also includes high-yield municipal bonds with an effective duration of 3.90 years. The fund employs fundamental analysis focusing on factors such as strong...

1345 Avenue of the Americas

New York, NY 10105

United States

Founded in 1992

Key Executives for AllianceBernstein Portfolios - AllianceBernstein Tax-Managed Balanced Wealth Strategy

President and Trustee
Age: 53
Chief Financial Officer and Treasurer of Funds
Age: 55
Senior Vice President and Independent Compliance Officer
Age: 68
Secretary
Age: 58
Controller
Age: 53
Compensation as of Fiscal Year 2014.

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To contact AllianceBernstein Portfolios - AllianceBernstein Tax-Managed Balanced Wealth Strategy, please visit www.alliancebernstein.com/abcom/Product_Center/3_Vehicle/MF/AsstAlloc_MultiAsst/Wealth_Strats/Tax-Mg. Company data is provided by Capital IQ. Please use this form to report any data issues.

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