-
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.
Source: AllianceBernstein (AB)
Through March 31, 2020
Red arrow represents rebalance triggered on December 12, 2019; green arrows represent rebalance is trade on March 9, March 12 and March 23, 2020. The 60\40 portfolio components are represented by 60% and MSCI All Country World Index and 40% Bloomberg Barclays US Aggregate Bond Index.
Source: Bloomberg Barclays, MSCI and AllianceBernstein (AB)
Source: AllianceBernstein (AB)
The views expressed herein do not constitute research, investment advice or trade recommendations and do not necessarily represent the views of all AB portfolio-management teams.
"Target date" in a fund's name refers to the approximate year when a plan participant expects to retire and begin withdrawing from his or her account. Target-date funds gradually adjust their asset allocation, lowering risk as a participant nears retirement. Investments in target-date funds are not guaranteed against loss of principal at any time, and account values can be more or less than the original amount invested—including at the time of the fund's target date. Also, investing in target-date funds does not guarantee sufficient income in retirement.