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Morningstar

AllianceBern Tax–Aware Overlay B 2 SBTTX

Morningstar Analyst Rating
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%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:21 PM GMT+00:00

Morningstar’s Analysis SBTTX

Will SBTTX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SBTTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SBTTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SBTTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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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