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Mutual Fund Insights: AllianceBern 2040 Retirement Strat A Fund (LTLAX)

In-depth Analysis of AllianceBern 2040 Retirement Strat A Fund (LTLAX)

Mutual fund chart: AllianceBern 2040 Retirement Strat A Fund (LTLAX)

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See AllianceBern 2040 Retirement Strat A Fund (LTLAX) performance details as of February 28, 2010

  

    Last Trade: $9.52 on 3/19/2010, Change: -0.08 (-0.83%)

  

Fund ManagerFund Manager - Thomas J. Fontaine

Fund Manager Tenure: 1.7 years   [Similar Funds: LTLBX  LTLCX  LTLVX ]
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 2040 Retirement Strat A Fund (LTLAX) What we like about AllianceBern 2040 Retirement Strat A Fund (LTLAX)

Data for AllianceBern 2040 Retirement Strat A Fund (LTLAX) as of February 28, 2010

  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) has good short-term performance (1-year return 55.61% vs 53.14 % Target Date 2036-2040 category average)
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) has good mid-term performance (3-year return -7.47% vs -5.59 % Target Date 2036-2040 category average)
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) has an annual stock turnover rate of 5.00% vs Target Date 2036-2040 average of 38.17%. It is good that AllianceBern 2040 Retirement Strat A management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2040 Retirement Strat A Fund (LTLAX) What we are cautious about AllianceBern 2040 Retirement Strat A Fund (LTLAX)

Data for AllianceBern 2040 Retirement Strat A Fund (LTLAX) as of February 28, 2010

  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) management has been with AllianceBern 2040 Retirement Strat A Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) ratio of up-years vs down years can be improved
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) has a Morningstar rating of 3 and below
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) does not have a good risk adjusted return as its 3-year Alpha of -7.04 is worse than category average of -5.34, and its 3-year Sharpe ratio is -0.32
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) is more volatile than its peers as it has a 3-year Standard Deviation of 22.03 that is higher than category average of 20.61
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) has a higher management fee of 1.02% than its Target Date 2036-2040 average of 0.64%
  • AllianceBern 2040 Retirement Strat A Fund (LTLAX) carries a 4.25% load
See AllianceBern 2040 Retirement Strat A Fund (LTLAX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2036-2040 category?

Below are some additional Target Date 2036-2040 mutual funds generated out of our database

  

AllianceBern 2040 Retirement Strat A Fund (LTLAX) Net Asset

Track net asset change of AllianceBern 2040 Retirement Strat A fund (LTLAX)

DateNet Asset
02/2010$162.41M
01/2010$55.14M
11/2009$59.08M
More historic net asset information on AllianceBern 2040 Retirement Strat A Fund (LTLAX)

  

AllianceBern 2040 Retirement Strat A Fund (LTLAX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2040 Retirement Strat A fund (LTLAX)

DateCashStockBondOther
10/20091.54%92.4%5.28%0.78%
08/20091.72%92.77%4.78%0.74%
07/20092.28%92.47%4.72%0.52%
Click here to see more historic asset allocation information on AllianceBern 2040 Retirement Strat A Fund (LTLAX)

  

Most Recent Top 10 Holdings in AllianceBern 2040 Retirement Strat A Fund (LTLAX)

Discover what AllianceBern 2040 Retirement Strat A Fund (LTLAX) manager is buying

31-Oct-09
GOLDMAN SACHS GRP [1.88%]
JP MORGAN CHASE CO [1.82%]
Google Inc. [1.56%]
Apple Inc. [1.53%]
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 2040 Retirement Strat A Fund (LTLAX)

  

Related books and products to AllianceBern 2040 Retirement Strat A Fund (LTLAX)

  

Latest News on AllianceBern 2040 Retirement Strat A (LTLAX)

See what is happening with AllianceBern 2040 Retirement Strat A Fund (LTLAX)

 

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