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Mutual Fund Insights: AllianceBern 2015 Retirement Strat A Fund (LTEAX)

In-depth Analysis of AllianceBern 2015 Retirement Strat A Fund (LTEAX)

Mutual fund chart: AllianceBern 2015 Retirement Strat A Fund (LTEAX)

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See AllianceBern 2015 Retirement Strat A Fund (LTEAX) performance details as of January 31, 2010

  

    Last Trade: $9.61 on 3/18/2010, Change: -0.02 (-0.21%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTECX  LTEIX  LTEKX  LTERX  LTEVX ]
Fundmojo Fund Grade: D (Score: 0.47)     (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 2015 Retirement Strat A Fund (LTEAX) What we like about AllianceBern 2015 Retirement Strat A Fund (LTEAX)

Data for AllianceBern 2015 Retirement Strat A Fund (LTEAX) as of January 31, 2010

  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) management has been with AllianceBern 2015 Retirement Strat A Fund for 4.5 years
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) has good short-term performance (1-year return 35.01% vs 27.60% Target Date 2011-2015 category average)
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) has an annual stock turnover rate of 16.00% vs Target Date 2011-2015 average of 37.13%. It is good that AllianceBern 2015 Retirement Strat A management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2015 Retirement Strat A Fund (LTEAX) What we are cautious about AllianceBern 2015 Retirement Strat A Fund (LTEAX)

Data for AllianceBern 2015 Retirement Strat A Fund (LTEAX) as of January 31, 2010

  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) has a less-than-ideal mid-term performance (3-year return -5.35% vs -3.32% Target Date 2011-2015 category average)
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) ratio of up-years vs down years can be improved
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) has a Morningstar rating of 3 and below
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) is less safe compared to its Target Date 2011-2015 peers
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) does not have a good risk adjusted return as its 3-year Alpha of -4.73 is worse than category average of -3.41, and its 3-year Sharpe ratio is -0.3
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) is more volatile than its peers as it has a 3-year Standard Deviation of 18.88 that is higher than category average of 15.14
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) has a higher management fee of 0.98% than its Target Date 2011-2015 average of 0.62%
  • AllianceBern 2015 Retirement Strat A Fund (LTEAX) carries a 4.25% load
See AllianceBern 2015 Retirement Strat A Fund (LTEAX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2011-2015 category?

Below are some additional Target Date 2011-2015 mutual funds generated out of our database

  

AllianceBern 2015 Retirement Strat A Fund (LTEAX) Net Asset

Track net asset change of AllianceBern 2015 Retirement Strat A fund (LTEAX)

DateNet Asset
01/2010$96.86M
11/2009$98.65M
10/2009$95.18M
More historic net asset information on AllianceBern 2015 Retirement Strat A Fund (LTEAX)

  

AllianceBern 2015 Retirement Strat A Fund (LTEAX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2015 Retirement Strat A fund (LTEAX)

DateCashStockBondOther
10/20092.03%69.56%27.54%0.87%
08/20092.47%70.89%25.66%0.97%
07/20092.37%71.61%25.15%0.87%
Click here to see more historic asset allocation information on AllianceBern 2015 Retirement Strat A Fund (LTEAX)

  

Most Recent Top 10 Holdings in AllianceBern 2015 Retirement Strat A Fund (LTEAX)

Discover what AllianceBern 2015 Retirement Strat A Fund (LTEAX) manager is buying

31-Oct-09
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.77%]
US Treasury Note 1.625% [1.7%]
GOLDMAN SACHS GRP [1.32%]
JP MORGAN CHASE CO [1.27%]
Google Inc. [1.1%]
US Treasury Note 3% [1.09%]
US Treasury Note 2% [1.07%]
Apple Inc. [1.07%]
US Treasury Note 1.875% [1%]
US Treasury Note 2.375% [0.93%]

31-Aug-09
Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.24%]
JP MORGAN CHASE CO [1.61%]
US Treasury Note 1.625% [1.45%]
GOLDMAN SACHS GRP [1.25%]
US Treasury Note 3% [1.19%]
Apple Inc. [1.11%]
Google Inc. [1.08%]
US Treasury Note 2% [1.03%]
US Treasury Note 1.875% [0.97%]
US Treasury Note 2.375% [0.89%]

31-Jul-09
Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.08%]
JP MORGAN CHASE CO [1.47%]
GOLDMAN SACHS GRP [1.29%]
US Treasury Note 3% [1.22%]
Apple Inc. [1.12%]
US Treasury Note 1.625% [1.09%]
US Treasury Note 2% [1.07%]
Google Inc. [1.03%]
US Treasury Note 1.875% [1%]
US Treasury Note 2.375% [0.92%]
Click here for Stock Holding Change Map in AllianceBern 2015 Retirement Strat A Fund (LTEAX)

  

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Latest News on AllianceBern 2015 Retirement Strat A (LTEAX)

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