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Morningstar

AB All Market Total Return I ABWIX

Morningstar Analyst Rating
Quantitative rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.87  /  0.51 %
  • Total Assets 486.2 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.830%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.91%
  • Turnover 105%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis ABWIX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB All Market Total Return I to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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