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

Thursday, January 7, 2010, 3:36AM ET - U.S. Markets open in 5 hours and 54 minutes. Dow Up 0.02% Nasdaq  0.00%
AllianceBern 2035 Retirement Strat A (LTKAX)On Jan 6: 9.26  Up 0.02 (0.22%)  
MORE ON LTKAX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
AllianceBern 2035 Retirement Strat A
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 2031-2035
Fund Family:AllianceBernstein
Net Assets:66.41M
Year-to-Date Return:27.95%
Yield:1.32%
Morningstar Rating:1 stars
Fund Inception Date:01-Sep-05
MORNINGSTAR STYLE BOX 
Target Date 2031-2035
[View Category Definition]
View Top Target Date 2031-2035 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:$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
LTKAX can be purchased from 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 continues 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 is 27.5% short-duration bonds, 37.5% other fixed-income securities, 25% equities and 10% REITs.
FUND OPERATIONS 
Last Dividend (18-Dec-08): 0.12
Last Cap Gain (18-Dec-08): 0.28
Annual Holdings Turnover 4.00%
Average for Category: 34.16%
FEES & EXPENSES 
ExpenseLTKAXCategory
Avg
Total Expense Ratio:% 0.57%
Max 12b1 Fee:% N/A
Max Front End Sales Load:4.25% 5.18%
Max Deferred Sales Load:% 1.92%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$634
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$974
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,014
* 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