AllianceBernstein 2020 Retirement Str R
Alliancebernstein LP 1345 Avenue Of The Americas New York NY 10105
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Phone: 800-221-5672
| Category: | Target-Date 2015-2029 | | Fund Family: | AllianceBernstein | | Net Assets: | 24.82M | | Year-to-Date Return: | -36.12% | | Yield: | 3.66% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-05 |
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Seth J. Masters
Lead Manager since
01-Sep-05 | | | Masters is the executive vice president of AllianceBernstein L.P. He also chairs Alliances US and Global Style Blend Investment Policy Groups and is a member of the Bernstein Global, International and Emerging Markets Value Investment Policy Groups. Masters is the author of The Problem with Emerging Markets Indexes, After the Fall: The Case for Emerging Markets Revisited, Emerging Markets: Managing the Impact of High Costs, and Rebalancing. |
| Min Initial Investment: | $0 | | 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 asset mix will continue to change with an increasing exposure to investments in fixed-income securities and short-term bonds until fifteen years after a Strategy's retirement date. Thereafter, the target asset allocation for that Strategy will be 27.5% short-duration bonds, 37.5% other fixed-income securities, 25% equities and 10% REITs. |
| Last Dividend
(17-Dec-07):
| 0.29 | | Last Cap Gain
(17-Dec-07):
| 0.10 | | Annual Holdings Turnover
| 16.00% | | Average for Category:
| 29.93% |
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| Expense | LTHRX | Category
Avg | | Total Expense Ratio: | 1.21%
| 0.71% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.28% | | Max Deferred Sales Load: | 0.00%
| 2.21% | | 3 Yr Expense Projection*: |
$502 | $754 | | 5 Yr Expense Projection*: |
$904 | $1,395 | | 10 Yr Expense Projection*: |
$2,028 | $2,679 |
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