AllianceBernstein 2055 Retirement Strategies Fund

Scorecard
1 / 5 Stars
Lipper
1 1 1 4 3
Zacks Investment Research
2 (Buy)
Standard & Poor's
2 / 5 Stars
TheStreet.com
D (Sell)

U.S. News evaluated 36 Target Date 2051+ 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 25.25 percent over the past year, 11.04 percent over the past three years, and 1.09 percent over the past five years.

Trailing Returns Updated 05.31.2013
Year to date 10.0%
1 Year 25.3%
3 Years (Annualized) 11.0%
5 Years (Annualized) 1.1%
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 Above Average compared to funds in the same category.
AllianceBernstein 2055 Retirement Strategies Fund has an expense ratio of 0.73 percent.

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Risk

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

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