AllianceBern 2000 Retirement Strat KLTAKX

Morningstar Rating

Fund Research and Analysis

by Karin Anderson

We'd choose other options over AllianceBernstein 2000 Retirement Strategy.

AllianceBernstein's target-date lineup sports a more aggressive glide path than most with heavier domestic- and foreign-stock weightings, though it is generally more diversified in terms of small- and mid-cap stocks and REITs. Read more

Kudos

More diversified than most target-date options, including asset classes such as small caps.

Reasonably priced compared with other broker-sold options. Read more

Risks

The majority of underlying funds have not been strong long-term performers.

Heavier domestic- and foreign-stock allocations could make this fund too volatile for some. Read more

Strategy

This fund provides a shifting mix of stocks and bonds to serve investors who retired in or around 2000. The asset mix follows a predetermined "glide path" that will become increasingly more conservative--with more exposure to fixed-income securities--for the 15 years after the fund's retirement date. Read more

Management

Two senior portfolio managers, Christopher Nikolich and Patrick Rudden, have watched over this fund since its 2005 inception. Thomas Fontaine, director of research - defined contribution, and Dokyoung Lee, director of research - blend strategies, are two of the main architects behind this fund's glide path. Read more

Inside Scoop

AllianceBernstein's target-date lineup sports a more aggressive glide path than most with heavier domestic- and foreign-stock weightings, though it is generally more diversified because it includes small- and mid-cap stocks as well as REITs. Read more

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