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Morningstar

AllianceBern Tax–Aware Overlay C 1 SCTOX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis SCTOX

Will SCTOX 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 SCTOX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCTOX 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 SCTOX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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Morningstar Manager Research

Summary

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AllianceBern Tax–Aware Overlay C 1 to a Morningstar Medalist Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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