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

Mutual Fund Insights: AllianceBern 2055 Retirement Strat R Fund (LTWRX)

In-depth Analysis of AllianceBern 2055 Retirement Strat R Fund (LTWRX)

Mutual fund chart: AllianceBern 2055 Retirement Strat R Fund (LTWRX)

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See AllianceBern 2055 Retirement Strat R Fund (LTWRX) performance details as of January 31, 2010

  

    Last Trade: $7.52 on 3/10/2010, Change: +0.05 (0.67%)

  

Fund Manager - Christopher Nikolich

Fund Manager Tenure: 2.7 years   [Similar Funds: LTWAX  LTWBX  LTWCX  LTWIX  LTWKX  LTWVX  LTQRX ]
Fundmojo Fund Grade: D (Score: 0.48)     (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 2055 Retirement Strat R Fund (LTWRX) What we like about AllianceBern 2055 Retirement Strat R Fund (LTWRX)

Data for AllianceBern 2055 Retirement Strat R Fund (LTWRX) as of January 31, 2010

  

What we are cautious about AllianceBern 2055 Retirement Strat R Fund (LTWRX) What we are cautious about AllianceBern 2055 Retirement Strat R Fund (LTWRX)

Data for AllianceBern 2055 Retirement Strat R Fund (LTWRX) as of January 31, 2010

  • AllianceBern 2055 Retirement Strat R Fund (LTWRX) management has been with AllianceBern 2055 Retirement Strat R Fund for only 2.7 years, it is hard to judge manager's ability based on this fund's operation record
  • AllianceBern 2055 Retirement Strat R Fund (LTWRX) has a less-than-ideal short-term performance (1-year return 36.27% vs 37.82% Target Date 2050+ category average)
  • AllianceBern 2055 Retirement Strat R Fund (LTWRX) ratio of up-years vs down years can be improved
  • AllianceBern 2055 Retirement Strat R Fund (LTWRX) has an annual stock turnover rate of 83.00% that is higher than the Target Date 2050+ average of 56.14%. This could mean AllianceBern 2055 Retirement Strat R is more nimble, but also signal potential high tax impact and high trading fees
  • AllianceBern 2055 Retirement Strat R Fund (LTWRX) has a higher management fee of 1.26% than its Target Date 2050+ average of 0.62%
  • Even though AllianceBern 2055 Retirement Strat R Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See AllianceBern 2055 Retirement Strat R Fund (LTWRX) performance details as of January 31, 2010

  

  

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AllianceBern 2055 Retirement Strat R Fund (LTWRX) Net Asset

Track net asset change of AllianceBern 2055 Retirement Strat R fund (LTWRX)

DateNet Asset
01/2010$300.00K
11/2009$330.00K
10/2009$300.00K
More historic net asset information on AllianceBern 2055 Retirement Strat R Fund (LTWRX)

  

AllianceBern 2055 Retirement Strat R Fund (LTWRX) Portfolio Allocation

Track portfolio allocation change of AllianceBern 2055 Retirement Strat R fund (LTWRX)

DateCashStockBondOther
10/20091.53%92.44%5.25%0.78%
08/20091.73%92.68%4.86%0.73%
07/20092.28%92.47%4.73%0.52%
Click here to see more historic asset allocation information on AllianceBern 2055 Retirement Strat R Fund (LTWRX)

  

Most Recent Top 10 Holdings in AllianceBern 2055 Retirement Strat R Fund (LTWRX)

Discover what AllianceBern 2055 Retirement Strat R Fund (LTWRX) manager is buying

31-Oct-09
GOLDMAN SACHS GRP [1.88%]
JP MORGAN CHASE CO [1.81%]
Google Inc. [1.56%]
Apple Inc. [1.53%]
Alliancebernstein Fixed-Income Shares, Inc. - Gove [1.45%]
AT&T INC. [0.96%]
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 [1.66%]
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 [2.05%]
GOLDMAN SACHS GRP [1.79%]
Apple Inc. [1.56%]
Google Inc. [1.44%]
Teva Pharmaceutical Industries [1.15%]
Gilead Sciences, Inc. [1.09%]
AT&T INC. [1.03%]
HEWLETT PACKARD CO [1.01%]
QUALCOMM Incorporated [0.98%]
Click here for Stock Holding Change Map in AllianceBern 2055 Retirement Strat R Fund (LTWRX)

  

Related books and products to AllianceBern 2055 Retirement Strat R Fund (LTWRX)

  

Latest News on AllianceBern 2055 Retirement Strat R (LTWRX)

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