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Mutual Fund Insights: AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

In-depth Analysis of AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

Mutual fund chart: AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

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See AllianceBern 2025 Retirement StrAdv Fund (LTIVX) performance details as of January 31, 2010

  

    Last Trade: $9.54 on 3/16/2010, Change: +0.10 (1.06%)

  

Fund Manager - Christopher Nikolich

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

Data for AllianceBern 2025 Retirement StrAdv Fund (LTIVX) as of January 31, 2010

  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) management has been with AllianceBern 2025 Retirement StrAdv Fund for 4.5 years
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) has good short-term performance (1-year return 38.47% vs 33.34% Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) 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 StrAdv management does not trade extensively for its return.
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern 2025 Retirement StrAdv Fund (LTIVX) What we are cautious about AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

Data for AllianceBern 2025 Retirement StrAdv Fund (LTIVX) as of January 31, 2010

  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) has a less-than-ideal mid-term performance (3-year return -7.24% vs -5.32% Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) ratio of up-years vs down years can be improved
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) has a Morningstar rating of 3 and below
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) is less safe compared to its Target Date 2021-2025 peers
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) does not have a good risk adjusted return as its 3-year Alpha of -6.1 is worse than category average of -4.69, and its 3-year Sharpe ratio is -0.33
  • AllianceBern 2025 Retirement StrAdv Fund (LTIVX) 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 StrAdv Fund (LTIVX) has a higher management fee of 0.74% than its Target Date 2021-2025 average of 0.58%
See AllianceBern 2025 Retirement StrAdv Fund (LTIVX) 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 StrAdv Fund (LTIVX) Net Asset

Track net asset change of AllianceBern 2025 Retirement StrAdv fund (LTIVX)

DateNet Asset
01/2010$11.07M
11/2009$10.85M
10/2009$10.25M
More historic net asset information on AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

  

AllianceBern 2025 Retirement StrAdv Fund (LTIVX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2025 Retirement StrAdv fund (LTIVX)

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 StrAdv Fund (LTIVX)

  

Most Recent Top 10 Holdings in AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

Discover what AllianceBern 2025 Retirement StrAdv Fund (LTIVX) 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
JP MORGAN CHASE CO [1.69%]
GOLDMAN SACHS GRP [1.51%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.29%]
Apple Inc. [1.28%]
Google Inc. [1.24%]
EXXON MOBIL CP [1.2%]
HEWLETT PACKARD CO [1.03%]
Gilead Sciences, Inc. [1.03%]
Teva Pharmaceutical Industries [1.01%]
QUALCOMM Incorporated [0.9%]
Click here for Stock Holding Change Map in AllianceBern 2025 Retirement StrAdv Fund (LTIVX)

  

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