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.
- NAV / 1-Day Return 11.90 / 0.42 %
- Total Assets 2.2 Bil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis SAOTX
Will SAOTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.