AllianceBernstein 2040 Retirement Str C
Alliance Retirement Strategies 8000 IH 10 W, 4th floor San Antonio, TX 78230
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Phone: 800-221-5672
| Category: | Target-Date 2030+ | | Fund Family: | AllianceBernstein | | Net Assets: | 1.46M | | Year-to-Date Return: | -14.06% | | Yield: | 1.38% | | Morningstar Rating: | N/A | | 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: | $2,500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $2,500 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $50 |
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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
(19-Dec-07):
| 0.15 | | Last Cap Gain
(19-Dec-07):
| 0.05 | | Annual Holdings Turnover
| 7.00% | | Average for Category:
| 23.98% |
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| Expense | LTLCX | Category
Avg | | Total Expense Ratio: | 1.80%
| 0.68% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.09% | | Max Deferred Sales Load: | 1.00%
| 2.40% | | 3 Yr Expense Projection*: |
$1,009 | $854 | | 5 Yr Expense Projection*: |
$1,856 | $1,653 | | 10 Yr Expense Projection*: |
$4,051 | $3,149 |
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0.29% Nasdaq 
0.14%
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