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Morningstar

AB Global Risk Allocation K CBSKX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 16.09  /  −0.25 %
  • Total Assets 174.7 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Medium
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Limited
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CBSKX

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

  • People Pillar

    The People Pillar is our evaluation of the CBSKX 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 CBSKX’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 K to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
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Portfolio Holdings CBSKX

More CBSKX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 61.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 0.375%

35.90 60.2 Mil
Government

Japan (Government Of) 0%

19.14 32.1 Mil
Government

United States Treasury Notes 0.5%

10.88 18.2 Mil
Government

Vanguard S&P 500 ETF

7.79 13.0 Mil
—

AB Government Money Market AB

4.30 7.2 Mil
Cash and Equivalents

United States Treasury Notes 0.375%

4.07 6.8 Mil
Government

VanEck JPMorgan EMLcl Ccy Bd ETF

1.45 2.4 Mil
—

Mexico (United Mexican States) 4.125%

0.69 1.1 Mil
Government

iShares MSCI Emerging Mkts ex China ETF

0.55 920,802
—

Novo Nordisk A/S Class B

0.18 306,531
Healthcare