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AllianceBern 2030 Retirement Strat B (LTJBX)

On Feb 9: 8.53 USD  Up 0.13 (1.55%)  
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ALLIANCEBERNSTEIN 2030 RETIREME Delayed quote dataEdit
Net Asset Value: 8.53
Trade Time: Feb 9
Change: Up 0.13 (1.55%)
Prev Close: 8.40
YTD Return*: -4.45%
Net Assets*: 1.44M
Yield*: 0.98%
* As of 31-Jan-10
AllianceBern 2030 Retirement Strat B (LTJBX)
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HEADLINES
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31-Jan-10
FUND BASICS
Morningstar Overall Rating: 1 stars
Total Assets: 1.44M
Category: Target Date 2026-2030
Total Expense Ratio: 1.76%
Fund Profile - Holdings


31-Jan-10
PERFORMANCE & RISK
YTD Return: -4.45%
5y Avg Return: N/A
Rank in Category (ytd): 211
% Rank in Category (ytd): 100%
Beta (3y): 1.60
Morningstar Risk Rating: Above average
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 83% of asset in equity securities and 10% 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 2030. 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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