AllianceBern 2040 Retirement Strat A
Alliancebernstein LP 1345 Avenue Of The Americas New York NY 10105
Map
Phone: 800-221-5672
| Category: | Target Date 2036-2040 | | Fund Family: | AllianceBernstein | | Net Assets: | 59.08M | | Year-to-Date Return: | 27.93% | | Yield: | 1.28% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Sep-05 |
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Christopher Nikolich
Lead Manager since
01-Sep-05 | | | Nikolich is a senior vice president of AllianceBernstein L.P. |
| 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. 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
(18-Dec-08):
| 0.12 | | Last Cap Gain
(18-Dec-08):
| 0.25 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 44.19% |
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| Expense | LTLAX | Category
Avg | | Total Expense Ratio: | %
| 0.65% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 4.25%
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $797 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,273 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,553 |
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