AllianceBern 2005 Retirement Strat A
AllianceBernstein Blended Style Series1345 Avenue Of The AmericasNew York, NY 10105
Map
Phone: 800-221-5672
| Category: | Target Date 2000-2010 | | Fund Family: | AllianceBernstein | | Net Assets: | 19.47M | | Year-to-Date Return: | 1.83% | | Yield: | 2.09% | | Morningstar Rating: |  | | Fund Inception Date: | Aug 31, 2005 |
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Dokyoung Lee
Lead Manager since Jul 14, 2008 | | | Dokyoung Lee was appointed Director of Research in June 2008 and has been a Senior Portfolio Manager since 2005. From 2001 to 2005, he served in the Japan Value Investment Policy Group as a senior portfolio manager and senior quantitative analyst. Lee joined Bernstein in 1994 as a quantitative analyst working on the US Small Cap Value team and was named a portfolio manager for Emerging Markets Value in 1997. Previously, he was a consultant with Andersen Consulting and KPMG Peat Marwick. Lee earned a BSE from Princeton University and is a CFA charterholder. Location: London. |
| Min Initial Investment: | 2,500 | | Min Initial Investment, IRA: | 2,500 | | Min Initial Investment, AIP: | 2,500 | | Min Subsequent Investment: | 50 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | 50 |
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| The investment seeks the highest total return over time consistent with its asset mix.
To achieve its investment objective, the Strategy invests in a combination of portfolios of The AllianceBernstein Pooling Portfolios representing a variety of asset classes and investment styles (the "Underlying Portfolios"). The Strategy's asset mixes will become more conservative each year until reaching the year approximately fifteen years after the retirement date (the "target year") at which time the asset allocation mix will become static. |
| Last Dividend
(Dec 13, 2012)
:
| 0.22 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 23.00% | | Average for Category: | 27.72% |
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| Expense | LTBAX | Category Avg |
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| Annual Report Expense Ratio (net): | 0.88% | 0.53% | | Prospectus Net Expense Ratio: | 0.92% | N/A | | Prospectus Gross Expense Ratio: | 2.08% | N/A | | Max 12b1 Fee: | 0.30% | N/A | | Max Front End Sales Load: | 4.25% | 5.03% | | Max Deferred Sales Load:
| N/A | 2.24% | | 3 Yr Expense Projection*: | 942 | 507 | | 5 Yr Expense Projection*: | 1,394 | 845 | | 10 Yr Expense Projection*: | 2,645 | 1,751 |
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0.06(0.55%) May 22