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Fund Intelligence | Best Managers | LTJKX Insights | LTJKX Score | LTJKX Performance | LTJKX Manager | LTJKX News | LTJKX Allocation | LTJKX Holdings Change

Mutual Fund Insights: AllianceBern 2025 Retirement Strat K Fund (LTJKX)

In-depth Analysis of AllianceBern 2025 Retirement Strat K Fund (LTJKX)

Mutual fund chart: AllianceBern 2025 Retirement Strat K Fund (LTJKX)

3 months
6 months
1 year
3 year
5 year

See AllianceBern 2025 Retirement Strat K Fund (LTJKX) performance details as of February 28, 2010

  

    Last Trade: $9.47 on 3/19/2010, Change: -0.08 (-0.84%)

  

Fund ManagerFund Manager - Thomas J. Fontaine

Fund Manager Tenure: 1.7 years   [Similar Funds: LTJIX  LTJRX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Thomas J. Fontaine is a senior vice president of AllianceBernstein L.P., his employer since 2003.  Get more insights on Thomas J. Fontaine

  

What we like about AllianceBern 2025 Retirement Strat K Fund (LTJKX) What we like about AllianceBern 2025 Retirement Strat K Fund (LTJKX)

Data for AllianceBern 2025 Retirement Strat K Fund (LTJKX) as of February 28, 2010

  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) has good short-term performance (1-year return 56.45% vs 47.78 % Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) has good mid-term performance (3-year return -6.51% vs -4.29 % Target Date 2021-2025 category average)
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) has an annual stock turnover rate of 9.00% vs Target Date 2021-2025 average of 29.23%. It is good that AllianceBern 2025 Retirement Strat K management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2025 Retirement Strat K Fund (LTJKX) What we are cautious about AllianceBern 2025 Retirement Strat K Fund (LTJKX)

Data for AllianceBern 2025 Retirement Strat K Fund (LTJKX) as of February 28, 2010

  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) management has been with AllianceBern 2025 Retirement Strat K Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) ratio of up-years vs down years can be improved
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) has a Morningstar rating of 3 and below
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) does not have a good risk adjusted return as its 3-year Alpha of -6.14 is worse than category average of -4.34, and its 3-year Sharpe ratio is -0.29
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.43 that is higher than category average of 18.83
  • AllianceBern 2025 Retirement Strat K Fund (LTJKX) has a higher management fee of 0.95% than its Target Date 2021-2025 average of 0.58%
  • Even though AllianceBern 2025 Retirement Strat K Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See AllianceBern 2025 Retirement Strat K Fund (LTJKX) performance details as of February 28, 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 K Fund (LTJKX) Net Asset

Track net asset change of AllianceBern 2025 Retirement Strat K fund (LTJKX)

DateNet Asset
02/2010$329.33M
01/2010$122.83M
11/2009$120.85M
More historic net asset information on AllianceBern 2025 Retirement Strat K Fund (LTJKX)

  

AllianceBern 2025 Retirement Strat K Fund (LTJKX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2025 Retirement Strat K fund (LTJKX)

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 K Fund (LTJKX)

  

Most Recent Top 10 Holdings in AllianceBern 2025 Retirement Strat K Fund (LTJKX)

Discover what AllianceBern 2025 Retirement Strat K Fund (LTJKX) 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 Strat K Fund (LTJKX)

  

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