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AllianceBern Tax–Aware Overlay B 2 SBTTX

Quantitative rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 10.42  /  0.19 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.680%
  • 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.

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 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.

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