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Mutual Fund Insights: AllianceBern 2025 Retirement Strat B Fund (LTIBX)

In-depth Analysis of AllianceBern 2025 Retirement Strat B Fund (LTIBX)

Mutual fund chart: AllianceBern 2025 Retirement Strat B Fund (LTIBX)

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See AllianceBern 2025 Retirement Strat B Fund (LTIBX) performance details as of January 31, 2010

  

    Last Trade: $9.36 on 3/19/2010, Change: -0.07 (-0.74%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTIAX  LTICX  LTIVX ]
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 2025 Retirement Strat B Fund (LTIBX) What we like about AllianceBern 2025 Retirement Strat B Fund (LTIBX)

Data for AllianceBern 2025 Retirement Strat B Fund (LTIBX) as of January 31, 2010

  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) management has been with AllianceBern 2025 Retirement Strat B Fund for 4.5 years
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) has good short-term performance (1-year return 37.07% vs 33.34% Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) has an annual stock turnover rate of 9.00% vs Target Date 2021-2025 average of 35.56%. It is good that AllianceBern 2025 Retirement Strat B management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2025 Retirement Strat B Fund (LTIBX) What we are cautious about AllianceBern 2025 Retirement Strat B Fund (LTIBX)

Data for AllianceBern 2025 Retirement Strat B Fund (LTIBX) as of January 31, 2010

  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) has a less-than-ideal mid-term performance (3-year return -8.14% vs -5.32% Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) ratio of up-years vs down years can be improved
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) has a Morningstar rating of 3 and below
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) is less safe compared to its Target Date 2021-2025 peers
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) does not have a good risk adjusted return as its 3-year Alpha of -7.06 is worse than category average of -4.69, and its 3-year Sharpe ratio is -0.38
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.37 that is higher than category average of 18.88
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) has a higher management fee of 1.74% than its Target Date 2021-2025 average of 0.58%
  • AllianceBern 2025 Retirement Strat B Fund (LTIBX) carries a 4% load
See AllianceBern 2025 Retirement Strat B Fund (LTIBX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2021-2025 category?

Below are some additional Target Date 2021-2025 mutual funds generated out of our database

  

AllianceBern 2025 Retirement Strat B Fund (LTIBX) Net Asset

Track net asset change of AllianceBern 2025 Retirement Strat B fund (LTIBX)

DateNet Asset
01/2010$1.45M
11/2009$1.50M
10/2009$1.44M
More historic net asset information on AllianceBern 2025 Retirement Strat B Fund (LTIBX)

  

AllianceBern 2025 Retirement Strat B Fund (LTIBX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2025 Retirement Strat B fund (LTIBX)

DateCashStockBondOther
10/20091.7%83.65%13.67%0.98%
08/20092.03%84.22%12.71%1.03%
07/20092.21%84.16%12.76%0.88%
Click here to see more historic asset allocation information on AllianceBern 2025 Retirement Strat B Fund (LTIBX)

  

Most Recent Top 10 Holdings in AllianceBern 2025 Retirement Strat B Fund (LTIBX)

Discover what AllianceBern 2025 Retirement Strat B Fund (LTIBX) manager is buying

31-Oct-09
GOLDMAN SACHS GRP [1.61%]
JP MORGAN CHASE CO [1.55%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.52%]
Google Inc. [1.33%]
Apple Inc. [1.3%]
AT&T INC. [0.83%]
SCHLUMBERGER LTD [0.81%]
ALCON INC [0.79%]
Intel Corporation [0.77%]
HEWLETT PACKARD CO [0.76%]

31-Aug-09
JP MORGAN CHASE CO [1.93%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.86%]
GOLDMAN SACHS GRP [1.5%]
Apple Inc. [1.33%]
Google Inc. [1.3%]
Teva Pharmaceutical Industries [0.91%]
AT&T INC. [0.85%]
Gilead Sciences, Inc. [0.84%]
SCHLUMBERGER LTD [0.83%]
QUALCOMM Incorporated [0.83%]

31-Jul-09
Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.01%]
JP MORGAN CHASE CO [1.76%]
GOLDMAN SACHS GRP [1.54%]
Apple Inc. [1.34%]
Google Inc. [1.24%]
Teva Pharmaceutical Industries [0.99%]
Gilead Sciences, Inc. [0.93%]
AT&T INC. [0.89%]
HEWLETT PACKARD CO [0.87%]
QUALCOMM Incorporated [0.84%]
Click here for Stock Holding Change Map in AllianceBern 2025 Retirement Strat B Fund (LTIBX)

  

Related books and products to AllianceBern 2025 Retirement Strat B Fund (LTIBX)

  

Latest News on AllianceBern 2025 Retirement Strat B (LTIBX)

See what is happening with AllianceBern 2025 Retirement Strat B Fund (LTIBX)

 

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