2 / 5 Stars
2 2 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
1 / 5 Stars
U.S. News evaluated 49 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.
The fund has returned 24.56 percent over the past year, 10.02 percent over the past three years, and 12.30 percent over the past five years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||20.0%|
|3 Years (Annualized)||10.0%|
|5 Years (Annualized)||12.3%|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
AllianceBernstein 2040 Retirement Strategies Fund has an expense ratio of 0.98 percent.
Risk is High compared to funds in the same category according to Morningstar.