AllianceBern 2055 Retirement Strat B
(LTWBX)
US Markets Closed
AdChoices
9.87
-0.07
-0.70%
:

Previous Close

9.94

Net Assets

42.54k

Yield

0.00%

Front load

None

Expenses

1.72%

Category

Target Date 2051+

Morningstar Risk

Above Average

Morningstar Rating
AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Top Rated Funds
  • Fund vs. Category
Quarterly Returns
  • Annual

  • LTWBX

  • Category

    • 2013

    • 23.76%

    • -

    • 2012

    • 13.79%

    • -

    • 2011

    • -8.98%

    • -

    • 2010

    • 11.57%

    • -

    • 2013

    • 2012

    • 2011

      • Q1

      • 6.60%

      • 12.74%

      • 4.95%

      • Q2

      • 0.23%

      • -7.57%

      • -1.49%

      • Q3

      • 8.35%

      • 6.11%

      • -18.79%

      • Q4

      • 6.90%

      • 2.92%

      • 8.41%

      Composition
      Sector Weightings
      Equity Investment Style
      Bond Investment Style
      The two dimensions of the Fund Style box measure the average size of companies that have been in the FUND, from the top to bottom, and the average valuation characteristics of the FUND's past stock holdings, from left to right.
      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • Gilead Sciences Inc

        • 1.27

        • 1,329

        • -62

        • Exxon Mobil Corporation

        • 1.02

        • 1,160

        • 174

        • Apple Inc

        • 0.99

        • 1,090

        • -85

        • Allergan Inc

        • 0.78

        • 538

        • 12

        • CVS Health Corp

        • 0.77

        • 1,088

        • 20

        • Capita PLC

        • 0.76

        • 4,194

        • 0

        • Biogen Idec Inc

        • 0.74

        • 244

        • -35

        • Pfizer Inc

        • 0.72

        • 2,757

        • 18

        • Comcast Corp Class A

        • 0.68

        • 1,411

        • 32

        • Visa Inc Class A

        • 0.68

        • 360

        • -96

        • Name

        • Rating

        • YTD Return %

          • TIAA-CREF Lifecycle Index 2055 Instl

          • ★★★★★
          • 3.00

          • American Funds 2055 Trgt Date Retir A LW

          • ★★★★★
          • 2.99

          • Putnam RetirementReady 2055 A LW

          • ★★★★★
          • 3.55

          • Putnam RetirementReady 2055 C

          • ★★★★★
          • 2.98

          • Putnam RetirementReady 2055 R

          • ★★★★★
          • 3.39

          • Putnam RetirementReady 2055 Y

          • ★★★★★
          • 3.80

          • American Funds 2055 Trgt Date Retire R5

          • ★★★★★
          • 3.24

          • American Funds 2055 Trgt Date Retire R6

          • ★★★★★
          • 3.24

          • American Funds 2055 Trgt Date Retire R4

          • ★★★★★
          • 2.99

          • T. Rowe Price Retirement 2055

          • ★★★★★
          • 2.71

          • Name

          • LTWBX

          • Category

            • Expense Ratio

            • 1.72%

            • 0.48%

            • Net Assets

            • 42.54k

            • 29.89M

            • Dividend Yield

            • 2.04%

            • 2.30

            • Price/Book

            • 1.93

            • 2.02

            • Price/Sales

            • 1.19

            • 1.45

            • Price/Cash Flow

            • 7.24

            • 7.24

            Profile

            Name of Issuer

            AllianceBernstein

            Fund Style

            Open

            Fund Manager

            Christopher Nikolich

            Investment Style

            Large Blend

            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.

            Purchase Information

            Initial Purchase 2,500
            Initial Purchase: IRA NA
            Initial Purchase: AIP 0
            Front load None
            Back Load None

            Inception

            6/29/2007