CBBIX – Fund Analysis – AB Relative Value I | Morningstar

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Will CBBIX outperform in future?

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

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBBIX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

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

Lacking an edge.

Analyst Eric Schultz

Eric Schultz

Analyst

Summary

AB Relative Value merits Average Process and People ratings owing to an undifferentiated approach and an upcoming manager retirement.

by Eric Schultz

Rated on Feb 28, 2024 Published on Feb 28, 2024

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