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Mutual Fund Insights: AllianceBern 2000 Retirement Strat A Fund (LTAAX)

In-depth Analysis of AllianceBern 2000 Retirement Strat A Fund (LTAAX)

Mutual fund chart: AllianceBern 2000 Retirement Strat A Fund (LTAAX)

3 months
6 months
1 year
3 year
5 year

See AllianceBern 2000 Retirement Strat A Fund (LTAAX) performance details as of February 28, 2010

Last Trade: $10.01 on 3/19/2010, Change: -0.04 (-0.4%)

Fund Manager - Thomas J. Fontaine

Fund Manager Tenure: 1.7 years [Similar Funds: LTABX LTACX LTAIX LTAKX LTARX LTAVX LTBAX LTDAX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*) (What does this score mean?)

Thomas J. Fontaine is a senior vice president of AllianceBernstein L.P., his employer since 2003. Get more insights on Thomas J. Fontaine

What we like about AllianceBern 2000 Retirement Strat A Fund (LTAAX)

Data for AllianceBern 2000 Retirement Strat A Fund (LTAAX) as of February 28, 2010

AllianceBern 2000 Retirement Strat A Fund (LTAAX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
AllianceBern 2000 Retirement Strat A Fund (LTAAX) has good short-term performance (1-year return 35.58% vs 35.07 % Target Date 2000-2010 category average)
AllianceBern 2000 Retirement Strat A Fund (LTAAX) has good mid-term performance (3-year return -1.54% vs -1.30 % Target Date 2000-2010 category average)
AllianceBern 2000 Retirement Strat A Fund (LTAAX) has an annual stock turnover rate of 40.00% vs Target Date 2000-2010 average of 48.12%. It is good that AllianceBern 2000 Retirement Strat A management does not trade extensively for its return.
AllianceBern 2000 Retirement Strat A Fund (LTAAX) is less volatile than its peers as it has a 3-year Standard Deviation of 13.29, lower than category average of 13.3

What we are cautious about AllianceBern 2000 Retirement Strat A Fund (LTAAX)

Data for AllianceBern 2000 Retirement Strat A Fund (LTAAX) as of February 28, 2010

AllianceBern 2000 Retirement Strat A Fund (LTAAX) management has been with AllianceBern 2000 Retirement Strat A Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
AllianceBern 2000 Retirement Strat A Fund (LTAAX) ratio of up-years vs down years can be improved
AllianceBern 2000 Retirement Strat A Fund (LTAAX) has a Morningstar rating of 3 and below
AllianceBern 2000 Retirement Strat A Fund (LTAAX) does not have a good risk adjusted return as its 3-year Alpha of -2.45 is worse than category average of -2.19, and its 3-year Sharpe ratio is -0.19
AllianceBern 2000 Retirement Strat A Fund (LTAAX) has a higher management fee of 0.82% than its Target Date 2000-2010 average of 0.59%
AllianceBern 2000 Retirement Strat A Fund (LTAAX) carries a 4.25% load

See AllianceBern 2000 Retirement Strat A Fund (LTAAX) performance details as of February 28, 2010

Interested in other top mutual funds in similar Target Date 2000-2010 category?

Below are some additional Target Date 2000-2010 mutual funds generated out of our database

AllianceBern 2000 Retirement Strat A Fund (LTAAX) Net Asset

Track net asset change of AllianceBern 2000 Retirement Strat A fund (LTAAX)

Date	Net Asset
02/2010	$28.12M
01/2010	$6.64M
11/2009	$6.64M

More historic net asset information on AllianceBern 2000 Retirement Strat A Fund (LTAAX)

AllianceBern 2000 Retirement Strat A Fund (LTAAX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2000 Retirement Strat A fund (LTAAX)

Date	Cash	Stock	Bond	Other
10/2009	4.04%	43%	52.45%	0.52%
08/2009	5.5%	45.02%	48.81%	0.68%
07/2009	3.95%	46.52%	48.89%	0.64%

Click here to see more historic asset allocation information on AllianceBern 2000 Retirement Strat A Fund (LTAAX)

Most Recent Top 10 Holdings in AllianceBern 2000 Retirement Strat A Fund (LTAAX)

Discover what AllianceBern 2000 Retirement Strat A Fund (LTAAX) manager is buying

31-Oct-09

US Treasury Note 1.625% [2.74%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.36%]
US Treasury Note 3% [1.74%]
US Treasury Note 2% [1.73%]
US Treasury Note 1.875% [1.62%]
US Treasury Note 2.375% [1.5%]
US Treasury Note 4.625% [1.3%]
US Treasury Note 1.625% [1.26%]
US Treasury Note 3.375% [1.19%]
United States Treas Nts 1.75% [1.14%]

31-Aug-09

Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.91%]
US Treasury Note 1.625% [2.41%]
US Treasury Note 3% [2.22%]
US Treasury Note 2% [1.71%]
US Treasury Note 1.875% [1.6%]
US Treasury Note 2.375% [1.48%]
US Treasury Note 3.375% [1.2%]
United States Treas Nts 1% [1.16%]
United States Treas Nts [1.04%]
US Treasury Note 1.625% [0.99%]

31-Jul-09

US Treasury Note 3% [2.41%]
US Treasury Note 1.625% [1.91%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.9%]
US Treasury Note 2% [1.87%]
US Treasury Note 1.875% [1.76%]
US Treasury Note 2.375% [1.62%]
US Treasury Note 3.375% [1.32%]
JP MORGAN CHASE CO [0.92%]
US TREASURY NOTE [0.9%]
United States Treas Nts [0.87%]

Click here for Stock Holding Change Map in AllianceBern 2000 Retirement Strat A Fund (LTAAX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.