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Morningstar

AB Total Return Bond R ABQRX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.52  /  0.03 %
  • Total Assets 197.2 Mil
  • Adj. Expense Ratio
    1.020%
  • Expense Ratio 1.020%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.34%
  • Effective Duration 5.64 years

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis ABQRX

Will ABQRX 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 ABQRX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the ABQRX 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 ABQRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A core-plus offering with a tilt toward securitized fare.

Analyst

Summary

| by Sam Kulahan

AB Total Return Bond has a solid team and a reasonable approach, but its risk appetite in securitized credit gives us pause. It earns a Morningstar Analyst Rating of Neutral across all share classes.

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