Morningstar

AB Select US Long/Short Portfolio Advisor Class ASYLX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $15.37  /  +0.33 %
  • Fund Size $1.5B
  • Adjusted Expense Ratio 1.610%
  • Net Expense Ratio —
  • Fee Level: Distribution Above Average
  • Share Class Type No Load
  • Morningstar Category Long-Short Equity
  • Equity Style Box (Funds) Large Blend
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.87%
  • Turnover Ratio 296%
NAV and 1-Day Return as of

Morningstar’s Analysis ASYLX

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

  • People Pillar

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

Seasoned leadership, but execution risk moderates our conviction.

Senior Principal Natalia Wolfstetter

Natalia Wolfstetter

Senior Principal

Summary

We value the lead manager’s extensive experience navigating multiple market cycles and the increased stability within the team, but key-person and execution risks constrain the People and Process Pillar ratings to Average.

by Natalia Wolfstetter
Rated on Published on

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Portfolio Holdings ASYLX

More ASYLX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
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