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AllianceBern Tax–Aware Overlay B 1 SBTOX

Quantitative rating as of
  • NAV / 1-Day Return 10.44  /  0.00
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.870%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Allocation—15% to 30% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.31%
  • Turnover 12%

Morningstar’s Analysis SBTOX

Will SBTOX outperform in future?

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

Summary

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The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AllianceBern Tax–Aware Overlay B 1 to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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