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Mutual Fund Insights: AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

In-depth Analysis of AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

Mutual fund chart: AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

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See AllianceBern 2000 Retirement StrAdv Fund (LTAVX) performance details as of January 31, 2010

  

    Last Trade: $10.04 on 3/12/2010, Change: +0.01 (0.1%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTAAX  LTABX  LTACX  LTAIX  LTAKX  LTARX  LTBVX  LTDVX ]
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 StrAdv Fund (LTAVX) What we like about AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

Data for AllianceBern 2000 Retirement StrAdv Fund (LTAVX) as of January 31, 2010

  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) management has been with AllianceBern 2000 Retirement StrAdv Fund for 4.5 years
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) has good short-term performance (1-year return 26.44% vs 25.58% Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) has good mid-term performance (3-year return -1.63% vs -1.69% Target Date 2000-2010 category average)
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) 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 StrAdv management does not trade extensively for its return.
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) has a lower management fee than its Target Date 2000-2010 average: 0.56% vs 0.60%
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern 2000 Retirement StrAdv Fund (LTAVX) What we are cautious about AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

Data for AllianceBern 2000 Retirement StrAdv Fund (LTAVX) as of January 31, 2010

  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) ratio of up-years vs down years can be improved
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) has a Morningstar rating of 3 and below
  • AllianceBern 2000 Retirement StrAdv Fund (LTAVX) 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
See AllianceBern 2000 Retirement StrAdv Fund (LTAVX) 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 StrAdv Fund (LTAVX) Net Asset

Track net asset change of AllianceBern 2000 Retirement StrAdv fund (LTAVX)

DateNet Asset
01/2010$860.00K
11/2009$530.00K
10/2009$510.00K
More historic net asset information on AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

  

AllianceBern 2000 Retirement StrAdv Fund (LTAVX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2000 Retirement StrAdv fund (LTAVX)

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 StrAdv Fund (LTAVX)

  

Most Recent Top 10 Holdings in AllianceBern 2000 Retirement StrAdv Fund (LTAVX)

Discover what AllianceBern 2000 Retirement StrAdv Fund (LTAVX) 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 StrAdv Fund (LTAVX)

  

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Latest News on AllianceBern 2000 Retirement StrAdv (LTAVX)

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