PDF Featured Retirement Funds - AllianceBernstein
FEATURED RETIREMENT FUNDS
4Q 12.31.17 1Q 03.31.19
For financial representative use only. Not for inspection by, distribution or quotation to, the general public. Investment Products Offered? Are Not FDIC Insured ? May Lose Value ? Are Not Bank Guaranteed
CLASS I SHARES
(As of March 31, 2019)
MORNINGSTAR QUARTILE & RANK
US EQUITY
Overall Morningstar RatingTM
1-Year
3-Year
5-Year
10-Year
Large Cap Growth Fund (ALLIX) Against 1256 Large Growth Funds.
1
1
142/1397 292/1256
1
33/1114
1
66/805
Small Cap Growth Portfolio (QUAIX) Against 588 Small Growth Funds.
1
98/679
1
38/588
1
88/522
1
8/392
Discovery Growth Fund (CHCIX) Against 555 Mid-Cap Growth Funds.
2
241/615
1
54/555
2
135/495
1
6/352
Discovery Value Fund (ABSIX) Against 393 Small Value Funds.
2
198/440
2
150/393
1
62/346
1
37/238
Relative Value Fund (CBBIX) Against 1096 Large Value Funds.
2
1
408/1229 194/1096
1
143/939
2
121/691
FIXED INCOME
Global Bond Fund (ANAIX) Against 257 World Bond Funds.
2
73/308
2
64/257
1
22/239
1
20/145
High Income Fund (AGDIX) Against 610 High Yield Bond Funds.
4
673/700
3
390/610
2
163/519
1
17/332
Intermediate Bond Portfolio (ABQIX) Against 901 Intermediate-Term Bond Funds.
3
585/1024
1
224/901
1
111/769
1
110/564
Fi360 FIDUCIARY SCORE? AVERAGE & NUMBER OF PEERS
RPAG SCORE
Score
1-Year
3-Year
5-Year
10-Year
Rolling Avg Rolling Avg Rolling Avg Rolling Avg
0
2
3
2
10
10
1366
1326
1209
1025
682
18
13
29
29
16
10
669
640
545
485
345
0
0
28
30
24
10
595
574
507
456
302
21
30
32
40
30
8
423
408
366
318
197
0
0
7
11
21
9
1190
1123
1000
846
572
0
8
8
6
--
8
280
275
244
199
101
53
35
14
12
--
8
675
621
526
433
278
15
5
10
11
17
10
988
921
821
708
452
Past performance does not guarantee future results. Morningstar percentile ranks are based on a fund's total returns for the specified time period relative to all funds in the same category. The highest (or most favorable) percentile rank is 1 and the lowest (or least favorable) percentile rank is 100. The top-performing fund in a category will always receive a rank of 1. Investors can't invest directly in indices or averages, and their performance does not represent the performance of any AB mutual fund. Morningstar rankings are only one metric of performance and do not represent absolute performance of any particular fund.
All investments involve risk, including possible loss of principal. Please see each fund's prospectus for fund risks. Funds with high rankings is not an indication of positive performance results.
The Fi360 Fiduciary Score? is a peer percentile ranking of an investment against a set of quantitative due diligence criteria selected to reflect prudent fiduciary management. The Fi360 Fiduciary Score should not be used as the sole source of information in an investment decision. Visit fi360-Fiduciary-Score for the complete methodology document.
CLASS Z SHARES
(As of March 31, 2019)
MULTI-ASSET: TARGET-DATE
Multi-Manager Select 2055 (TDPZX) Against 180 Target-Date 2055 Funds.
Multi-Manager Select 2050 (TDLZX) Against 194 Target-Date 2050 Funds.
Multi-Manager Select 2045 (TDNZX) Against 182 Target-Date 2045 Funds.
Multi-Manager Select 2040 (TDJZX) Against 194 Target-Date 2040 Funds.
Multi-Manager Select 2035 (TDMZX) Against 182 Target-Date 2035 Funds.
Multi-Manager Select 2030 (TDHZX) Against 194 Target-Date 2030 Funds.
Multi-Manager Select 2025 (TDGZX) Against 187 Target-Date 2025 Funds.
Multi-Manager Select 2020 (TDDZX) Against 204 Target-Date 2020 Funds.
Multi-Manager Select 2015 (TDCZX) Against 112 Target-Date 2015 Funds.
Multi-Manager Select 2010 (TDBZX) Against 113 Target-Date 2000-2010 Funds.
Multi-Manager Select Retirement Allocation (TDAZX) Against 161 Target-Date Retirement Funds.
MORNINGSTAR QUARTILE & RANK
Overall Morningstar RatingTM
1-Year
3-Year
5-Year
10-Year
4
3
--
--
174/222 83/180
4
2
--
--
184/240
77/194
4
2
--
--
174/222
73/182
4
2
--
--
201/240 72/194
4
2
--
--
189/222
73/182
4
2
--
--
211/240
82/194
4
2
--
--
205/227
71/187
4
2
--
--
210/251 75/204
4
3
--
--
130/139
58/112
4
3
--
--
115/138
57/113
4
3
--
--
141/185
91/161
Fi360 FIDUCIARY SCORE? AVERAGE & NUMBER OF PEERS
Score
45
199
45
217
33
202
26
217
23
202
25
217
23
207
27
227
74
124
67
123
64
1-Year Rolling Avg
39
180
40
204
31
189
27
204
13
189
13
204
9
194
9
214
42
113
42
117
44
3-Year Rolling Avg
-- 120 -- 158 -- 149 -- 158 --149 -- 158 -- 154 -- 168 -- 84 -- 94 --
5-Year Rolling Avg
-- 63 -- 130 -- 110 -- 131 -- 111 -- 131 -- 116 -- 141 -- 70 -- 86 --
10-Year Rolling Avg
-- -- -- 20 -- 23 -- 48 -- 25 -- 48 -- 25 -- 48 -- 11 -- 31 --
178
166
137
120
50
The AB Multi-Manager Select Retirement Fund series comprises 12 vintages, Retirement Allocation and 2010-2060 in 5-year increments. The AB Multi-Manager Select 2060 Fund was incepted on February 1, 2019; ratings and scores for the Fund are not yet available.
LEARN MORE
VISIT FOR COMPLETE PERFORMANCE OR CALL YOUR AB RETIREMENT REPRESENTATIVE AT (800) 243 6812.
For financial representative use only. Not for inspection by, distribution or quotation to, the general public.
Investors should consider the investment objectives, risks, charges and expenses of the Fund/Portfolio carefully before investing. For copies of our prospectus or summary prospectus, which contain this and other information, visit us online at or contact your AB Investments representative. Please read the prospectus and/or summary prospectus carefully before investing.
Past performance is no guarantee of future results.
Morningstar ratings are specific metrics of performance and do not represent absolute performance of any fund. Morningstar ratings for the funds shown reflect performance as of March 31, 2019. The value of the Portfolio will fluctuate as the market fluctuates. The market values of the Portfolio's holdings rise and fall from day to day, so investments may lose value. For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The Morningstar Rating does not include any adjustment for sales loads. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Morningstar Rating is for the share class noted only; other classes may have different performance characteristics. Large Cap Growth was rated 4, 5 and 5 stars against 1256, 1114 and 805 funds in the category, for the 3-, 5- and 10-year periods, respectively. Small Cap Growth was rated 5, 4 and 5 stars against 588, 522 and 392 funds in the category for the 3-, 5- and 10-year periods, respectively. Discovery Growth was rated 5, 3 and 5 stars against 555, 495 and 352 funds in the category, for the 3-, 5- and 10-year periods, respectively. Discovery Value was rated 3, 4 and 4 stars against 393, 346 and 238 funds in the category, for the 3-, 5- and 10-year periods, respectively. Relative Value was rated 4, 4 and 4 stars against 1096, 939 and 691 funds in the category, for the 3-, 5- and 10-year periods, respectively. Global Bond was rated 4, 5 and 5 stars against 257, 239 and 145 funds in the category for the 3-, 5- and 10-year periods, respectively. High Income was rated 3, 3 and 5 stars against 610, 519 and 332 funds in the category, for the 3-, 5- and 10-year periods, respectively. Intermediate Bond was rated 4, 4 and 4 stars against 901, 769 and 564 funds in the category, for the 3-, 5- and 10-year periods, respectively. Multi-Manager Select 2055 was rated 3 stars against 180 funds in the category, for the 3-year period. Multi-Manager Select 2050 was rated 3 stars against 194 funds in the category, for the 3-year period. Multi-Manager Select 2045 was rated 3 stars against 182 funds in the category, for the 3-year period. Multi-Manager Select 2040 was rated 3 stars against 194 funds in the category, for the 3-year period. Multi-Manager Select 2035 was rated 3 stars against 182 funds in the category, for the 3-year period. Multi-Manager Select 2030 was rated 3 stars against 194 funds in the category, for the 3-year period. Multi-Manager Select 2025 was rated 3 stars against 187 funds in the category, for the 3-year period. Multi-Manager Select 2020 was rated 3 stars against 204 funds in the category, for the 3-year period. Multi-Manager Select 2015 was rated 3 stars against 112 funds in the category, for the 3-year period. Multi-Manager Select 2010 was rated 3 stars against 113 funds in the category, for the 3-year period. Multi-Manager Select Retirement Allocation was rated 3 stars against 161 funds in the category, for the 3-year period. ? 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.
Fi360" and "Fi360 Fiduciary Score" are registered trademarks of Fi360, Inc. The Fi360 Fiduciary Score and data are copyright ? 2019 Fi360, Inc. All Rights Reserved. Data source is ? 2019 Morningstar, Inc. All Rights Reserved. The information contained herein is reprinted with permission of Fi360, Inc. The information (1) is proprietary to Fi360, and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Fi360 nor its content providers are responsible for any damages or losses arising from any use of this information.
The Retirement Plan Advisory GroupTM (RPAGTM) Scorecard SystemTM is a proprietary institutionally based investment scoring system that incorporates both quantitative and qualitative factors. The Scorecard score is based on 10 screens, which include style analysis, risk/return factors, peer group rankings, and certain qualitative factors. The Scorecard System is built around pass/fail criteria, on a scale of 0 to 10 (with 10 being the best). RPAG uses separate methodologies to assess active, passive, and asset allocation strategies. Active and asset allocation strategies are evaluated over a five-year time period, and passive strategies are evaluated over a three-year time period. The RPAG Score is calculated on a quarterly basis. The Score is 80% quantitative and 20% qualitative. Combined, these factors are one way of measuring the relative performance, characteristics, behavior, and overall appropriateness of a fund for inclusion into a plan as an investment option.
AllianceBernstein Investments, Inc. (ABI) is the distributor of the AB family of mutual funds. ABI is a member of FINRA and is an affiliate of AllianceBernstein L.P., the manager of the funds. The [A/B] logo is a registered service mark of AllianceBernstein and AllianceBernstein? is a registered service mark used by permission of the owner, AllianceBernstein L.P.
? 2019 AllianceBernstein L.P., 1345 Avenue of the Americas, New York, NY 10105
19-0111141008 DCI?FLY?6653?0319
................
................
In order to avoid copyright disputes, this page is only a partial summary.
To fulfill the demand for quickly locating and searching documents.
It is intelligent file search solution for home and business.
Related download
- pdf spending down your assets in retirement
- pdf retirement goal℠ 2040 fund first quarter 2019 a prudential
- pdf t rowe price retirement funds
- pdf 2020 retirement date fund aba retirement funds
- pdf fund facts td mutual funds portfolios solutions td
- pdf managing your money in retirement
- pdf t rowe price retirement i funds i class
- pdf fidelity income replacement fundssm at a glance
- pdf building your retirement portfolio with tiaa cref
- pdf applying for immediate retirement under the federal employees
Related searches
- taxes on retirement funds withdrawals
- best retirement funds for seniors
- best retirement funds 2019
- are target retirement funds good investments
- best retirement funds vanguard
- best vanguard retirement funds 2019
- top retirement funds management companies
- top retirement funds to invest in
- top retirement funds 2019
- vanguard retirement funds performance
- are target retirement funds good
- are vanguard retirement funds good