Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, November 9, 2009, 11:02AM ET - U.S. Markets close in 4 hours and 58 minutes. Dow Up 1.31% Nasdaq Up 1.42%
AllianceBern 2010 Retirement StrAdv (LTDVX)On Nov 6: 9.19  Up 0.01 (0.11%)  
MORE ON LTDVX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Sep-09Get Profile for:
AllianceBern 2010 Retirement StrAdv
Alliancebernstein LP 1345 Avenue Of The Americas New York NY 10105
Map
Phone: 800-221-5672
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Target Date 2000-2010
Fund Family:AllianceBernstein
Net Assets:13.36M
Year-to-Date Return:24.62%
Yield:2.98%
Morningstar Rating:1 stars
Fund Inception Date:01-Sep-05
MORNINGSTAR STYLE BOX 
Target Date 2000-2010
[View Category Definition]
View Top Target Date 2000-2010 Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Christopher Nikolich
Lead Manager since 01-Sep-05
Nikolich is a senior vice president of AllianceBernstein L.P.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:NaN
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
LTDVX can be purchased from 14 brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
Last Dividend (16-Dec-08): 0.28
Last Cap Gain (16-Dec-08): 0.31
Annual Holdings Turnover YFT_NOT_APPLICABLE_ABBREVIATION
Average for Category: 40.07%
FEES & EXPENSES 
ExpenseLTDVXCategory
Avg
Total Expense Ratio:0.60% 0.64%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.11%
Max Deferred Sales Load:% 2.35%
3 Yr Expense Projection*: $ 259$645
5 Yr Expense Projection*: $ 469$1,064
10 Yr Expense Projection*: $ 1,073$2,177
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials