+0.08
+0.88%
| Symbol | Value ($) |
|---|---|
| Morningstar Rating | |
| Previous Close | 9.08 |
| Category | Target Date 2051+ |
| Net Assets | 37,660.00 |
| Yield | 0.00% |
| Morningstar Risk | High |
| Morningstar Return | Low |
- Last NAV update 5/17/2013 4:00 PM ET
| NA |
|---|
| The investment seeks the highest total return over time consistent with its asset mix. To achieve its investment objective, the Strategy invests in a combination of portfolios of The AllianceBernstein Pooling Portfolios representing a variety of asset classes and investment styles (the "Underlying Portfolios"). The Strategy's asset mixes will become more conservative each year until reaching the year approximately fifteen years after the retirement date (the "target year") at which time the asset allocation mix will become static. |
| 2009 | 2010 | 2011 | 2012 | 2013 | |
|---|---|---|---|---|---|
| Return | 30.58% | 11.57% | -8.98% | 13.79% | 11.98% |
| Value ($) | 13,058.00 | 14,568.81 | 13,260.53 | 15,089.16 | 16,896.84 |
- Year to date performance as of 5/16/2013 8:00 PM ET
| Symbol | Value ($) |
|---|---|
| Fund Family | AllianceBernstein |
| Fund Manager | Christopher Nikolich |
| Tenure (Years) | 6 |
| Fund Status | Open |
| Minimum Initial Purchase | 2,500.00 |
| Minimum IRA Investment | 2,500.00 |
| Front Load | 0.00 |
| Expense Ratio | 1.72% |
| Symbol | Value ($) |
|---|---|
| 1 Month | 7.26% |
| 3 Months | 6.39% |
| 1 Year | 26.57% |
| 3 Years* | 9.37% |
| 5 Years* | 0.11% |
- * Annualized returns
- Performance as of 5/16/2013 8:00 PM ET
| LTWBX | Target Date 2051+ | |
|---|---|---|
| 5-Yr Return | 0.11% | 2.18% |
| Sharpe Ratio | 0.43 | 0.64 |
| Net Assets | 37,660.00 | 21.01 Mil |
| Avg Market Cap | 22.46 Bil | 23.43 Bil |
| Avg P/E | 15.19 | 14.18 |
| Portfolio Turnover | 46 | 24 |
| Symbol | Value ($) |
|---|---|
| Stocks | 89.64% |
| Cash | 3.66% |
| Fixed Income | 5.47% |
| Other | 1.24% |
| NAME | % NET ASSETS |
|---|---|
| Exxon Mobil Corporation | 1.35% |
| US Treasury Note 1.875% | 1.05% |
| British American Tobacco PLC | 0.97% |
| Apple Inc | 0.93% |
| Pfizer Inc | 0.84% |
| Comcast Corp Class A | 0.82% |
| Biogen Idec Inc | 0.82% |
| Japan Tobacco Inc. | 0.78% |
| Philip Morris International, Inc. | 0.76% |
| General Electric Co | 0.76% |
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