Skip to Content

AB Global Risk Allocation C CBACX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 14.67  /  +0.96 %
  • Total Assets 180.6 Mil
  • Adj. Expense Ratio
    2.080%
  • Expense Ratio 2.080%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield
  • Turnover 13%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:12 PM GMT+0

Morningstar’s Analysis CBACX

Will CBACX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AB Global Risk Allocation C to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CBACX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 55.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

34.29 59.8 Mil
Government

Japan (Government Of) 0%

15.87 27.7 Mil
Government

United States Treasury Notes 0.5%

10.52 18.3 Mil
Government

AB Government Money Market AB

9.19 16.0 Mil
Cash and Equivalents

Vanguard S&P 500 ETF

4.57 8.0 Mil

United States Treasury Notes 0.375%

3.91 6.8 Mil
Government

VanEck JPMorgan EMLcl Ccy Bd ETF

1.43 2.5 Mil

Mexico (United Mexican States) 4.125%

0.67 1.2 Mil
Government

Novo Nordisk A/S Class B

0.15 266,125
Healthcare

Shell PLC

0.12 203,802
Energy