AllianceBernstein 2015 Retirement Str I
Alliance Retirement Strategies 8000 IH 10 W, 4th floor San Antonio, TX 78230
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Phone: 800-221-5672
| Category: | Target-Date 2015-2029 | | Fund Family: | AllianceBernstein | | Net Assets: | 47.97M | | Year-to-Date Return: | -10.71% | | Yield: | 3.20% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Sep-05 |
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Joshua B Lisser
Lead Manager since
01-Sep-05 | | | Lisser is a senior vice president of AllianceBernstein. |
| Min Initial Investment: | $2,000,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| 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 representing a variety of asset classes and investment styles. The static allocation of a Strategy's asset mix will be 27.5% short-duration bonds, 37.5% other fixed-income securities, 25% equities and 10% REITs. |
| Last Dividend
(17-Dec-07):
| 0.35 | | Last Cap Gain
(17-Dec-07):
| 0.10 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 29.96% |
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| Expense | LTEIX | Category
Avg | | Total Expense Ratio: | 0.66%
| 0.72% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.26% | | 3 Yr Expense Projection*: |
$310 | $784 | | 5 Yr Expense Projection*: |
$570 | $1,446 | | 10 Yr Expense Projection*: |
$1,313 | $2,762 |
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0.29% Nasdaq 
0.14%
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