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Morningstar

AllianceBern Overlay A 2 SAOTX

Morningstar Analyst Rating
Quantitative rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 11.90  /  0.42 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.970%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.89%
  • Turnover 24%

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 1:40 AM GMT+00:00

Morningstar’s Analysis SAOTX

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

People Pillar

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

Summary

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Weakness in AllianceBern Overlay A 2's People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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