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

Mutual Fund Insights: AllianceBern 2045 Retirement Strat I Fund (LTPIX)

In-depth Analysis of AllianceBern 2045 Retirement Strat I Fund (LTPIX)

Mutual fund chart: AllianceBern 2045 Retirement Strat I Fund (LTPIX)

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See AllianceBern 2045 Retirement Strat I Fund (LTPIX) performance details as of January 31, 2010

  

    Last Trade: $9.40 on 3/18/2010, Change: -0.03 (-0.32%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 4.5 years   [Similar Funds: LTPAX  LTPBX  LTPCX  LTPKX  LTPRX  LTPVX ]
Fundmojo Fund Grade: D (Score: 0.43)     (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 2045 Retirement Strat I Fund (LTPIX) What we like about AllianceBern 2045 Retirement Strat I Fund (LTPIX)

Data for AllianceBern 2045 Retirement Strat I Fund (LTPIX) as of January 31, 2010

  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) management has been with AllianceBern 2045 Retirement Strat I Fund for 4.5 years
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) has good short-term performance (1-year return 37.26% vs 36.78% Target Date 2041-2045 category average)
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) has an annual stock turnover rate of 6.00% vs Target Date 2041-2045 average of 32.63%. It is good that AllianceBern 2045 Retirement Strat I management does not trade extensively for its return.
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about AllianceBern 2045 Retirement Strat I Fund (LTPIX) What we are cautious about AllianceBern 2045 Retirement Strat I Fund (LTPIX)

Data for AllianceBern 2045 Retirement Strat I Fund (LTPIX) as of January 31, 2010

  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) has a less-than-ideal mid-term performance (3-year return -8.38% vs -6.89% Target Date 2041-2045 category average)
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) ratio of up-years vs down years can be improved
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) has a Morningstar rating of 3 and below
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) is less safe compared to its Target Date 2041-2045 peers
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) does not have a good risk adjusted return as its 3-year Alpha of -7.18 is worse than category average of -5.82, and its 3-year Sharpe ratio is -0.38
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.95 that is higher than category average of 21.04
  • AllianceBern 2045 Retirement Strat I Fund (LTPIX) has a higher management fee of 0.76% than its Target Date 2041-2045 average of 0.57%
See AllianceBern 2045 Retirement Strat I Fund (LTPIX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2041-2045 category?

Below are some additional Target Date 2041-2045 mutual funds generated out of our database

  

AllianceBern 2045 Retirement Strat I Fund (LTPIX) Net Asset

Track net asset change of AllianceBern 2045 Retirement Strat I fund (LTPIX)

DateNet Asset
01/2010$9.21M
11/2009$9.01M
10/2009$8.30M
More historic net asset information on AllianceBern 2045 Retirement Strat I Fund (LTPIX)

  

AllianceBern 2045 Retirement Strat I Fund (LTPIX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2045 Retirement Strat I fund (LTPIX)

DateCashStockBondOther
10/20091.54%92.43%5.25%0.78%
08/20091.72%92.72%4.82%0.73%
07/20092.28%92.46%4.73%0.52%
Click here to see more historic asset allocation information on AllianceBern 2045 Retirement Strat I Fund (LTPIX)

  

Most Recent Top 10 Holdings in AllianceBern 2045 Retirement Strat I Fund (LTPIX)

Discover what AllianceBern 2045 Retirement Strat I Fund (LTPIX) 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 [0.92%]
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. [1.56%]
Google Inc. [1.51%]
Teva Pharmaceutical Industries [1.06%]
AT&T INC. [1%]
Gilead Sciences, Inc. [0.98%]
SCHLUMBERGER LTD [0.97%]
QUALCOMM Incorporated [0.97%]

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 2045 Retirement Strat I Fund (LTPIX)

  

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Latest News on AllianceBern 2045 Retirement Strat I (LTPIX)

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