Morningstar

AB All Market Real Return Portfolio Class A AMTAX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $12.00  /  −0.91 %
  • Fund Size $785.1M
  • Adjusted Expense Ratio 1.200%
  • Net Expense Ratio 1.150%
  • Fee Level: Distribution Average
  • Share Class Type Front Load
  • Morningstar Category Global Large-Stock Blend
  • Equity Style Box (Funds) Mid Blend
  • Minimum Initial Investment $2,500
  • Investment Status Closed
  • TTM Yield 5.69%
  • Turnover Ratio 100%
NAV and 1-Day Return as of

Morningstar’s Analysis AMTAX

Will AMTAX outperform in the 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 AMTAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB All Market Real Return A holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AMTAX

More AMTAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AB Government Money Market AB

13.60 105M
Cash and Equivalents

Welltower Inc

3.35 26M
Real Estate

Prologis Inc

3.19 25M
Real Estate

Equinix Inc

2.04 16M
Real Estate

Simon Property Group Inc

1.65 13M
Real Estate

Digital Realty Trust Inc

1.62 13M
Real Estate

NVIDIA Corp

1.56 12M
Technology

ExxonMobil Holdings Corp

1.42 11M
Energy

Shell PLC

1.40 11M
Energy

Extra Space Storage Inc

1.35 10M
Real Estate

Sponsor Center