Skip to Content

AllianceBern Tax–Aware Overlay C 1 SCTOX Fund Analysis

| 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.

null Morningstar Manager Research

Morningstar Manager Research


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.

Rated on Published on

Unlock our full analysis with Morningstar Investor