AB Intermediate Diversified benefits from an experienced team that leverages the quantitative resources to implement an efficient process. However, the relatively higher cost weighs down these positives, making it difficult to outpace its competitors. This results in a Morningstar Analyst Rating of Neutral for its cheapest share classes and a Negative for its most expensive one.
Morningstar’s Fund Analysis AIMCX
Will AIMCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AIMCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the AIMCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of AIMCX’s parent organization’s priorities and whether they’re in line with investors’ interests.