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AllianceBern 2020 Retirement Strat B (LTHBX)

On Feb 9: 8.62 USD  Up 0.10 (1.17%)  
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ALLIANCEBERNSTEIN 2020 RETIREME Delayed quote dataEdit
Net Asset Value: 8.62
Trade Time: Feb 9
Change: Up 0.10 (1.17%)
Prev Close: 8.62
YTD Return*: -3.66%
Net Assets*: 2.30M
Yield*: 1.27%
* As of 31-Jan-10
AllianceBern 2020 Retirement Strat B (LTHBX)
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 2.30M
Category: Target Date 2016-2020
Total Expense Ratio: 1.72%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -3.66%
5y Avg Return: N/A
Rank in Category (ytd): 223
% Rank in Category (ytd): 100%
Beta (3y): 1.49
Morningstar Risk Rating: High
Performance Details - Risk Details

FUND SUMMARY
The investment seeks the highest total return over time consistent with its asset mix. The fund invests in a combination of portfolios of the AllianceBernstein Pooling Portfolios .It allocates 69% of asset in equity securities and 21% in debt securities as the date of January 1, 2010. The asset mix normally continues to change with an increasing exposure to investments in fixed-income securities and short-term bonds until fifteen years after the retirement date 2020. Thereafter, the target asset allocation will generally be fixed. The static allocation will be 27.5% short-duration bonds, 37.5% other fixed-income securities, 25% equities and 10% REITs.
Fund Profile


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