The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AllianceBern Tax–Aware Overlay B 2 to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 10.42 / 0.19 %
- Total Assets 1.9 Bil
Adj. Expense Ratio
- Expense Ratio 0.710%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Allocation—15% to 30% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.42%
- Turnover 12%
Morningstar’s Analysis SBTTX
Will SBTTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.