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.
- NAV / 1-Day Return 10.44 / 0.00
- Total Assets 1.9 Bil
Adj. Expense Ratio
- 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.