AllianceBernstein 2040 Retirement Strategies Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 4 5
Zacks Investment Research
2 (Buy)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 52 Target Date 2036-2040 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 19.37 percent over the past year, 6.96 percent over the past three years, and 17.86 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.0%
1 Year 19.4%
3 Years (Annualized) 7.0%
5 Years (Annualized) 17.9%
10 Years (Annualized) N/A

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Summary

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.

Fees

Fees are High compared to funds in the same category.
AllianceBernstein 2040 Retirement Strategies Fund has an expense ratio of 1.72 percent.

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Risk

Risk is High compared to funds in the same category according to Morningstar.

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