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Mutual Fund Insights: AllianceBern 2000 Retirement Strat R Fund (LTARX)

In-depth Analysis of AllianceBern 2000 Retirement Strat R Fund (LTARX)

Mutual fund chart: AllianceBern 2000 Retirement Strat R Fund (LTARX)

3 months
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See AllianceBern 2000 Retirement Strat R Fund (LTARX) performance details as of January 31, 2010

  

    Last Trade: $9.95 on 3/17/2010, Change: +0.03 (0.3%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTAAX  LTABX  LTACX  LTAIX  LTAKX  LTAVX  LTBRX  LTDRX ]
Fundmojo Fund Grade: C (Score: 0.54)     (What does this score mean?)
Nikolich is a senior vice president of AllianceBernstein L.P.  Get more insights on Christopher Nikolich

  

What we like about AllianceBern 2000 Retirement Strat R Fund (LTARX) What we like about AllianceBern 2000 Retirement Strat R Fund (LTARX)

Data for AllianceBern 2000 Retirement Strat R Fund (LTARX) as of January 31, 2010

  • AllianceBern 2000 Retirement Strat R Fund (LTARX) management has been with AllianceBern 2000 Retirement Strat R Fund for 4.5 years
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) has good short-term performance (1-year return 25.76% vs 25.58% Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) has an annual stock turnover rate of 40.00% vs Target Date 2000-2010 average of 52.58%. It is good that AllianceBern 2000 Retirement Strat R management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2000 Retirement Strat R Fund (LTARX) What we are cautious about AllianceBern 2000 Retirement Strat R Fund (LTARX)

Data for AllianceBern 2000 Retirement Strat R Fund (LTARX) as of January 31, 2010

  • AllianceBern 2000 Retirement Strat R Fund (LTARX) has a less-than-ideal mid-term performance (3-year return -2.12% vs -1.69% Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) ratio of up-years vs down years can be improved
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) has a Morningstar rating of 3 and below
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) is less safe compared to its Target Date 2000-2010 peers
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) does not have a good risk adjusted return as its 3-year Alpha of -2.57 is worse than category average of -2.15, and its 3-year Sharpe ratio is -0.24
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) is more volatile than its peers as it has a 3-year Standard Deviation of 13.27 that is higher than category average of 13.15
  • AllianceBern 2000 Retirement Strat R Fund (LTARX) has a higher management fee of 1.06% than its Target Date 2000-2010 average of 0.60%
  • Even though AllianceBern 2000 Retirement Strat R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AllianceBern 2000 Retirement Strat R Fund (LTARX) performance details as of January 31, 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 R Fund (LTARX) Net Asset

Track net asset change of AllianceBern 2000 Retirement Strat R fund (LTARX)

DateNet Asset
01/2010$1.48M
11/2009$1.57M
10/2009$1.60M
More historic net asset information on AllianceBern 2000 Retirement Strat R Fund (LTARX)

  

AllianceBern 2000 Retirement Strat R Fund (LTARX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2000 Retirement Strat R fund (LTARX)

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 R Fund (LTARX)

  

Most Recent Top 10 Holdings in AllianceBern 2000 Retirement Strat R Fund (LTARX)

Discover what AllianceBern 2000 Retirement Strat R Fund (LTARX) 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 1.625% [2.1%]
US Treasury Note 2% [2.06%]
US Treasury Note 1.875% [1.94%]
US Treasury Note 3% [1.82%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.49%]
US Treasury Note 3.375% [1.46%]
US Treasury Note 2.375% [1.27%]
United States Treas Nts [1.21%]
US Treasury Note 0.875% [1.09%]
US TREASURY NOTE [0.99%]
Click here for Stock Holding Change Map in AllianceBern 2000 Retirement Strat R Fund (LTARX)

  

Related books and products to AllianceBern 2000 Retirement Strat R Fund (LTARX)

  

Latest News on AllianceBern 2000 Retirement Strat R (LTARX)

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