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Morningstar

AB Relative Value C CBBCX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 6.16  /  0.82 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.650%
  • Expense Ratio 1.650%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 0.43%
  • Turnover 71%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CBBCX

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

People Pillar

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

Better options elsewhere.

Analyst

Summary

| by Eric Schultz

AB Relative Value lacks a clear edge, earning a Morningstar Analyst Rating of Neutral across all share classes.

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