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Morningstar

AB Relative Value R CBBRX

Morningstar Analyst Rating
Analyst rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 6.09  /  0.66 %
  • Total Assets 2.0 Bil
  • Adj. Expense Ratio
    1.150%
  • Expense Ratio 1.150%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.73%
  • Turnover 71%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis CBBRX

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

People Pillar

The People Pillar is our evaluation of the CBBRX 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 CBBRX’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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