BRGL

Bernstein Global Research Fund
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68
*Unless otherwise stated, data provided by FactSet.

BRGL Fund Description

BRGL tracks an index of large-cap global stocks, including emerging markets, selected on a variety of fundamental and technical factors including expected return. The index components are equally weighted.

BRGL Factset Analytics Insight

BRGL holds large-cap global stocks rated “Outperform” by the analysts of Sanford C. Bernstein & Co. and ranked within one of the top three quintiles of Bernstein’s quantitative alpha model. Stocks with an outperform rating are expected to outperform the MSCI ACWI by 15% over the next 6-12 months. The quantitative alpha model considers stock-specific fundamentals, industry rotation, and market risk appetite. Sources for alpha in the model vary by industry, and include valuation, capital use, earnings quality, profitability, and growth dynamics. Given the limited competition with this approach, the fund sets a hefty price tag.

BRGL MSCI ESG Analytics Insight

The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of May 21, 2019 the Bernstein Global Research Fund MSCI ESG Fund Quality Score is 4.42 out of 10.

The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. BRGL ranks in the 7th percentile within its peer group and in the 26th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.

BRGL CHARTS AND PERFORMANCE

Price Chart ($)
Total Return Chart (%)
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
COMPARE
RESET
Select ETFs to compare their performance:
PERFORMANCE [as of 05/21/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
BRGL -6.08% -1.84% 10.60% -8.37% -- -- --
BRGL (NAV) -6.02% -2.07% 10.14% -9.20% -- -- --
Bernstein Global Research Index -- -- -- -- -- -- --
MSCI ACWI Large Cap Index -2.39% 2.02% 12.25% 0.80% 11.39% 6.30% 9.99%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

BRGL Top 10 Countries

BRGL Top 10 Sectors

BRGL Top 10 Holdings [View All]

BRGL Summary Data

Bernstein
10/16/17
Open-Ended Fund
0.65%
$4.90M
$57.42
0.12%

BRGL Portfolio Data

$58.37B
15.36
2.15
1.04%
N/A
138

BRGL Index Data

Bernstein Global Research Index
Equal
Multi-Factor
MSCI ACWI Large Cap Index

BRGL Portfolio Management

0.65%
--
--
--

BRGL Tax Exposures

20.00% / 39.60%
--
Ordinary income
No

BRGL Fund Structure

Open-Ended Fund
No
--
No Policy
N/A
N/A
High
Daily
Cboe Book Viewer
TOP OF BOOK
LAST 10 TRADES
Bats BZX Real-time Quote -
Daily Spread
Premium/Discount
Volume

BRGL Factset Analytics Block Liquidity

As of 05/22/19
5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of BRGL. BRGL is rated a 4 out of 5.

BRGL Tradability

2
$57.42
0
0
0.12%
$0.03
0.46%
11.60% / -2.34%
None
51.00%
25,000
0
0.31%
0.08%
--
$24.65
4

BRGL Sector/Industry Breakdown


BRGL
Segment Benchmark
15.74%
7.02%
15.02%
8.77%
13.71%
10.76%
13.63%
9.42%
11.87%
20.89%
9.69%
19.47%
7.59%
11.70%
6.27%
3.12%
3.52%
2.68%
2.97%
3.22%

BRGL TOP 10 HOLDINGS[View All]

1.25%
1.05%
0.94%
0.90%
0.88%
0.85%
0.85%
9.45%

BRGL Countries


BRGL
Segment Benchmark
44.57%
56.71%
8.69%
5.02%
7.29%
1.21%
5.12%
4.18%
4.34%
6.75%
3.69%
1.12%
3.46%
3.22%
3.32%
2.62%
2.27%
2.93%
2.24%
0.63%

BRGL Regions


BRGL
Segment Benchmark
46.84%
59.65%
27.05%
19.41%
25.49%
18.69%
0.63%
1.27%
--
0.98%

BRGL Economic Development


BRGL
Segment Benchmark
87.01%
93.91%
12.99%
6.09%

BRGL Performance Statistics

0.92
1.08
1.04
1.00
0.28%
MSCI ACWI Large Cap Index

BRGL MSCI ESG Ratings

4.42 / 10
6.88
26.23
12.88%
4.66%
254.01

BRGL BENCHMARK COMPARISON HOLDINGS

138
1422
109
16.13%

BRGL BENCHMARK COMPARISON SUMMARY


BRGL
Segment Benchmark
138
1422
$58.37B
$179.52B
15.36
17.61
2.15
2.32
2.45%
2.49%
Low
Low

BRGL BENCHMARK COMPARISON MARKET CAP SIZE


BRGL
Segment Benchmark
80.02%
95.31%
17.05%
4.63%
2.92%
0.05%
0.00%
0.00%