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Morningstar

AB Total Return Bond Advisor ABQYX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 9.59  /  0.64 %
  • Total Assets 198.9 Mil
  • Adj. Expense Ratio
    0.520%
  • Expense Ratio 0.520%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.87%
  • Effective Duration 5.64 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:34 AM GMT+00:00

Morningstar’s Analysis ABQYX

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

People Pillar

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

Moving away from prior preferences.

Analyst

Summary

| by Sam Kulahan

AB Total Return Bond continues to be led by experienced managers, but team churn provides pause and changes to its approach will take time to assess. It earns a Morningstar Analyst Rating of Neutral across its cheapest shares, while its priciest share class is rated Negative.

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