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Mutual Fund Insights: AllianceBern 2000 Retirement Strat C Fund (LTACX)

In-depth Analysis of AllianceBern 2000 Retirement Strat C Fund (LTACX)

Mutual fund chart: AllianceBern 2000 Retirement Strat C Fund (LTACX)

3 months
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See AllianceBern 2000 Retirement Strat C Fund (LTACX) performance details as of February 28, 2010

  

    Last Trade: $9.91 on 3/19/2010, Change: -0.04 (-0.4%)

  

Fund ManagerFund Manager - Thomas J. Fontaine

Fund Manager Tenure: 1.7 years   [Similar Funds: LTAAX  LTABX  LTAIX  LTAKX  LTARX  LTAVX  LTDCX  LTSCX ]
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 C Fund (LTACX) What we like about AllianceBern 2000 Retirement Strat C Fund (LTACX)

Data for AllianceBern 2000 Retirement Strat C Fund (LTACX) as of February 28, 2010

  • AllianceBern 2000 Retirement Strat C Fund (LTACX) has good mid-term performance (3-year return -2.26% vs -1.30 % Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) 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 C management does not trade extensively for its return.
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) 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 C Fund (LTACX) What we are cautious about AllianceBern 2000 Retirement Strat C Fund (LTACX)

Data for AllianceBern 2000 Retirement Strat C Fund (LTACX) as of February 28, 2010

  • AllianceBern 2000 Retirement Strat C Fund (LTACX) management has been with AllianceBern 2000 Retirement Strat C 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 C Fund (LTACX) has a less-than-ideal short-term performance (1-year return 34.54% vs 35.07 % Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) ratio of up-years vs down years can be improved
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) has a Morningstar rating of 3 and below
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) does not have a good risk adjusted return as its 3-year Alpha of -3.17 is worse than category average of -2.19, and its 3-year Sharpe ratio is -0.24
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) has a higher management fee of 1.52% than its Target Date 2000-2010 average of 0.59%
  • AllianceBern 2000 Retirement Strat C Fund (LTACX) carries a 1% load
See AllianceBern 2000 Retirement Strat C Fund (LTACX) 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 C Fund (LTACX) Net Asset

Track net asset change of AllianceBern 2000 Retirement Strat C fund (LTACX)

DateNet Asset
02/2010$28.12M
01/2010$860.00K
11/2009$910.00K
More historic net asset information on AllianceBern 2000 Retirement Strat C Fund (LTACX)

  

AllianceBern 2000 Retirement Strat C Fund (LTACX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2000 Retirement Strat C fund (LTACX)

DateCashStockBondOther
10/20094.04%43%52.45%0.52%
08/20095.5%45.02%48.81%0.68%
07/20093.95%46.52%48.89%0.64%
Click here to see more historic asset allocation information on AllianceBern 2000 Retirement Strat C Fund (LTACX)

  

Most Recent Top 10 Holdings in AllianceBern 2000 Retirement Strat C Fund (LTACX)

Discover what AllianceBern 2000 Retirement Strat C Fund (LTACX) 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 C Fund (LTACX)

  

Related books and products to AllianceBern 2000 Retirement Strat C Fund (LTACX)

  

Latest News on AllianceBern 2000 Retirement Strat C (LTACX)

See what is happening with AllianceBern 2000 Retirement Strat C Fund (LTACX)

 

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