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AB Ultra Short Income ETF YEAR

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis YEAR

Will YEAR outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable YEAR’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the YEAR management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of YEAR’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AB Ultra Short Income ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings YEAR

More YEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 29.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us 5yr Note (Cbt) Sep24 Xcbt 20240930

8.42 93.5 Mil
Government

United States Treasury Notes 4.5%

5.02 55.8 Mil
Government

United States Treasury Notes 5.46574%

3.69 41.0 Mil
Government

United States Treasury Notes 5.52574%

3.62 40.3 Mil
Government

United States Treasury Notes 4.875%

3.62 40.2 Mil
Government

United States Treasury Notes 5.49574%

3.61 40.1 Mil
Government

United States Treasury Notes 5.49474%

3.61 40.1 Mil
Government

United States Treasury Notes 5.45074%

3.61 40.0 Mil
Government

United States Treasury Bills 0%

2.63 29.2 Mil
Government

United States Treasury Notes 5.57074%

1.81 20.1 Mil
Government