Home Contact
Login   |  Tell a Friend
Financial Optimization through Technology Innovation
mutual fund
 Top Fund Managers
Latest Mutual Fund News Latest Mutual Fund News

Financial Advisor Sponsor:Philip A. White


 Bookmark this site!
Follow FundMojo on Twitter
Get Fund Information

Get Stock News

(Enter Stock Symbol)

Partner Sites

Annuities
Wall Street Journal
eHealthInsurance
Fund Mojo on Facebook
Fund Mojo help you discover the best fund managers, funds, and related information

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

Mutual Fund Insights: AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

In-depth Analysis of AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

Mutual fund chart: AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

3 months
6 months
1 year
3 year
5 year

See AllianceBern 2035 Retirement StrAdv Fund (LTKVX) 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: 4.6 years   [Similar Funds: LTKAX  LTKBX  LTKCX ]
Fundmojo Fund Grade: D (Score: 0.42)     (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 2035 Retirement StrAdv Fund (LTKVX) What we like about AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

Data for AllianceBern 2035 Retirement StrAdv Fund (LTKVX) as of January 31, 2010

  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) management has been with AllianceBern 2035 Retirement StrAdv Fund for 4.6 years
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) has good short-term performance (1-year return 37.21% vs 35.67% Target Date 2031-2035 category average)
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) has an annual stock turnover rate of 4.00% vs Target Date 2031-2035 average of 34.04%. It is good that AllianceBern 2035 Retirement StrAdv management does not trade extensively for its return.
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern 2035 Retirement StrAdv Fund (LTKVX) What we are cautious about AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

Data for AllianceBern 2035 Retirement StrAdv Fund (LTKVX) as of January 31, 2010

  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) has a less-than-ideal mid-term performance (3-year return -8.36% vs -6.37% Target Date 2031-2035 category average)
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) ratio of up-years vs down years can be improved
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) has a Morningstar rating of 3 and below
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) is less safe compared to its Target Date 2031-2035 peers
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) does not have a good risk adjusted return as its 3-year Alpha of -7.15 is worse than category average of -5.45, and its 3-year Sharpe ratio is -0.37
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.97 that is higher than category average of 20.33
  • AllianceBern 2035 Retirement StrAdv Fund (LTKVX) has a higher management fee of 0.76% than its Target Date 2031-2035 average of 0.56%
See AllianceBern 2035 Retirement StrAdv Fund (LTKVX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2031-2035 category?

Below are some additional Target Date 2031-2035 mutual funds generated out of our database

  

AllianceBern 2035 Retirement StrAdv Fund (LTKVX) Net Asset

Track net asset change of AllianceBern 2035 Retirement StrAdv fund (LTKVX)

DateNet Asset
01/2010$7.19M
11/2009$7.01M
10/2009$6.49M
More historic net asset information on AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

  

AllianceBern 2035 Retirement StrAdv Fund (LTKVX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2035 Retirement StrAdv fund (LTKVX)

DateCashStockBondOther
10/20091.54%92.38%5.3%0.78%
08/20091.72%92.79%4.75%0.74%
07/20092.28%92.49%4.71%0.52%
Click here to see more historic asset allocation information on AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

  

Most Recent Top 10 Holdings in AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

Discover what AllianceBern 2035 Retirement StrAdv Fund (LTKVX) manager is buying

31-Oct-09
GOLDMAN SACHS GRP [1.88%]
JP MORGAN CHASE CO [1.81%]
Google Inc. [1.56%]
Apple Inc. [1.52%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.45%]
AT&T INC. [0.97%]
SCHLUMBERGER LTD [0.95%]
ALCON INC [0.93%]
Intel Corporation [0.9%]
HEWLETT PACKARD CO [0.89%]

31-Aug-09
JP MORGAN CHASE CO [2.25%]
GOLDMAN SACHS GRP [1.75%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.65%]
Apple Inc. [1.55%]
Google Inc. [1.51%]
Teva Pharmaceutical Industries [1.06%]
AT&T INC. [1%]
Gilead Sciences, Inc. [0.98%]
SCHLUMBERGER LTD [0.97%]
QUALCOMM Incorporated [0.96%]

31-Jul-09
Alliancebernstein Fixed-Income Shares, Inc. - Gove [2.19%]
JP MORGAN CHASE CO [2.04%]
GOLDMAN SACHS GRP [1.79%]
Apple Inc. [1.56%]
Google Inc. [1.44%]
Teva Pharmaceutical Industries [1.15%]
Gilead Sciences, Inc. [1.08%]
AT&T INC. [1.03%]
HEWLETT PACKARD CO [1.01%]
QUALCOMM Incorporated [0.98%]
Click here for Stock Holding Change Map in AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

  

Related books and products to AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

  

Latest News on AllianceBern 2035 Retirement StrAdv (LTKVX)

See what is happening with AllianceBern 2035 Retirement StrAdv Fund (LTKVX)

 

Books and Resources

 

 

See more information on AllianceBern 2035 Retirement StrAdv Fund (LTKVX)