AllianceBernstein 2035 Retirement StrAdv
Alliancebernstein LP 1345 Avenue Of The Americas New York NY 10105
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Phone: 800-221-5672
| Category: | Target-Date 2030+ | | Fund Family: | AllianceBernstein | | Net Assets: | 3.18M | | Year-to-Date Return: | -24.29% | | Yield: | 2.73% | | 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
(19-Dec-07):
| 0.26 | | Last Cap Gain
(19-Dec-07):
| 0.08 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 25.90% |
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| Expense | LTKVX | Category
Avg | | Total Expense Ratio: | 0.78%
| 0.68% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.12% | | Max Deferred Sales Load: | 0.00%
| 2.34% | | 3 Yr Expense Projection*: |
$437 | $814 | | 5 Yr Expense Projection*: |
$822 | $1,601 | | 10 Yr Expense Projection*: |
$1,900 | $3,062 |
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11.08% Nasdaq 0.00%
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