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Mutual Fund Insights: AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

In-depth Analysis of AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

Mutual fund chart: AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

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See AllianceBern 2040 Retirement StrAdv Fund (LTLVX) performance details as of February 28, 2010

  

    Last Trade: $9.57 on 3/19/2010, Change: -0.08 (-0.83%)

  

Fund ManagerFund Manager - Thomas J. Fontaine

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

Data for AllianceBern 2040 Retirement StrAdv Fund (LTLVX) as of February 28, 2010

  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) has good short-term performance (1-year return 56.10% vs 53.14 % Target Date 2036-2040 category average)
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) has good mid-term performance (3-year return -7.19% vs -5.59 % Target Date 2036-2040 category average)
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) 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 StrAdv management does not trade extensively for its return.
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern 2040 Retirement StrAdv Fund (LTLVX) What we are cautious about AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

Data for AllianceBern 2040 Retirement StrAdv Fund (LTLVX) as of February 28, 2010

  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) management has been with AllianceBern 2040 Retirement StrAdv Fund for only 1.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) ratio of up-years vs down years can be improved
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) has a Morningstar rating of 3 and below
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) does not have a good risk adjusted return as its 3-year Alpha of -6.74 is worse than category average of -5.34, and its 3-year Sharpe ratio is -0.31
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) is more volatile than its peers as it has a 3-year Standard Deviation of 22 that is higher than category average of 20.61
  • AllianceBern 2040 Retirement StrAdv Fund (LTLVX) has a higher management fee of 0.72% than its Target Date 2036-2040 average of 0.64%
See AllianceBern 2040 Retirement StrAdv Fund (LTLVX) performance details as of February 28, 2010

  

  

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

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AllianceBern 2040 Retirement StrAdv Fund (LTLVX) Net Asset

Track net asset change of AllianceBern 2040 Retirement StrAdv fund (LTLVX)

DateNet Asset
02/2010$162.41M
01/2010$6.62M
11/2009$6.33M
More historic net asset information on AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

  

AllianceBern 2040 Retirement StrAdv Fund (LTLVX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2040 Retirement StrAdv fund (LTLVX)

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 StrAdv Fund (LTLVX)

  

Most Recent Top 10 Holdings in AllianceBern 2040 Retirement StrAdv Fund (LTLVX)

Discover what AllianceBern 2040 Retirement StrAdv Fund (LTLVX) 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 StrAdv Fund (LTLVX)

  

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