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Morningstar

AB Global Risk Allocation C CBACX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 14.69  /  0.34 %
  • Total Assets 211.3 Mil
  • Adj. Expense Ratio
    2.030%
  • Expense Ratio 2.050%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 6.46%
  • Turnover 7%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis CBACX

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

People Pillar

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

Summary

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AB Global Risk Allocation C's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-costliest quintile among peers.

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