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Mutual Fund Insights: AllianceBern 2035 Retirement Strat R Fund (LTLRX)

In-depth Analysis of AllianceBern 2035 Retirement Strat R Fund (LTLRX)

Mutual fund chart: AllianceBern 2035 Retirement Strat R Fund (LTLRX)

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See AllianceBern 2035 Retirement Strat R Fund (LTLRX) performance details as of January 31, 2010

  

    Last Trade: $9.33 on 3/18/2010, Change: -0.03 (-0.32%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTLIX  LTLKX ]
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 Strat R Fund (LTLRX) What we like about AllianceBern 2035 Retirement Strat R Fund (LTLRX)

Data for AllianceBern 2035 Retirement Strat R Fund (LTLRX) as of January 31, 2010

  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) management has been with AllianceBern 2035 Retirement Strat R Fund for 4.5 years
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) has good short-term performance (1-year return 36.50% vs 35.67% Target Date 2031-2035 category average)
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) 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 Strat R management does not trade extensively for its return.

  

What we are cautious about AllianceBern 2035 Retirement Strat R Fund (LTLRX) What we are cautious about AllianceBern 2035 Retirement Strat R Fund (LTLRX)

Data for AllianceBern 2035 Retirement Strat R Fund (LTLRX) as of January 31, 2010

  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) has a less-than-ideal mid-term performance (3-year return -8.82% vs -6.37% Target Date 2031-2035 category average)
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) ratio of up-years vs down years can be improved
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) has a Morningstar rating of 3 and below
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) is less safe compared to its Target Date 2031-2035 peers
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) does not have a good risk adjusted return as its 3-year Alpha of -7.64 is worse than category average of -5.45, and its 3-year Sharpe ratio is -0.4
  • AllianceBern 2035 Retirement Strat R Fund (LTLRX) 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 Strat R Fund (LTLRX) has a higher management fee of 1.26% than its Target Date 2031-2035 average of 0.56%
  • Even though AllianceBern 2035 Retirement Strat R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AllianceBern 2035 Retirement Strat R Fund (LTLRX) 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 Strat R Fund (LTLRX) Net Asset

Track net asset change of AllianceBern 2035 Retirement Strat R fund (LTLRX)

DateNet Asset
01/2010$23.10M
11/2009$22.93M
10/2009$22.35M
More historic net asset information on AllianceBern 2035 Retirement Strat R Fund (LTLRX)

  

AllianceBern 2035 Retirement Strat R Fund (LTLRX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2035 Retirement Strat R fund (LTLRX)

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 Strat R Fund (LTLRX)

  

Most Recent Top 10 Holdings in AllianceBern 2035 Retirement Strat R Fund (LTLRX)

Discover what AllianceBern 2035 Retirement Strat R Fund (LTLRX) 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
JP MORGAN CHASE CO [1.94%]
GOLDMAN SACHS GRP [1.74%]
Apple Inc. [1.47%]
Google Inc. [1.43%]
EXXON MOBIL CP [1.39%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.35%]
HEWLETT PACKARD CO [1.18%]
Gilead Sciences, Inc. [1.18%]
Teva Pharmaceutical Industries [1.17%]
QUALCOMM Incorporated [1.03%]
Click here for Stock Holding Change Map in AllianceBern 2035 Retirement Strat R Fund (LTLRX)

  

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Latest News on AllianceBern 2035 Retirement Strat R (LTLRX)

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