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Morningstar

AB Global Risk Allocation C CBACX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 15.14  /  +0.93 %
  • Total Assets 175.5 Mil
  • Adj. Expense Ratio
    2.170%
  • Expense Ratio 2.180%
  • 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 Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 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.

  • 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.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings CBACX

More CBACX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 50.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

18.30 30.5 Mil
Government

Japan (Government Of) 0%

18.30 30.5 Mil
Government

United States Treasury Bills 0%

13.35 22.3 Mil
Government

Vanguard S&P 500 ETF

13.20 22.0 Mil
—

United States Treasury Notes 0.5%

11.04 18.4 Mil
Government

AB Government Money Market AB

7.98 13.3 Mil
Cash and Equivalents

United States Treasury Notes 0.375%

4.14 6.9 Mil
Government

VanEck JPMorgan EMLcl Ccy Bd ETF

1.43 2.4 Mil
—

iShares MSCI Emerging Mkts ex China ETF

1.28 2.1 Mil
—

Mexico (United Mexican States) 4.125%

0.69 1.1 Mil
Government