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Morningstar

AllianceBern Tax–Aware Overlay C 2 SCTTX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return —  /  —
  • Total Assets 585.2 Mil
  • Adj. Expense Ratio
    0.770%
  • Expense Ratio 0.770%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.32%
  • Turnover 10%

Morningstar’s Analysis SCTTX

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

  • People Pillar

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

Weakness in AllianceBern Tax – Aware Overlay C 2's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SCTTX

More SCTTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 55.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Future on E-mini S&P 500 Futures

15.14 24.8 Mil
—

SPDR® S&P 500 ETF Trust

10.02 16.4 Mil
—

Long: Bs2mvv0 Irs Usd R V 00msofr Is2mvw1 Ccpois / Short: Bs2mvv0 Irs Usd P

8.90 14.6 Mil
Government

Euro Stoxx 50 Future Mar 24

5.86 9.6 Mil
—

10 Year Treasury Note Future Mar 24

5.85 9.6 Mil
Government

Long: Is1qi56 Irs Usd R V 12muscpi Is1qi67 Inflationzero / Short: Is1qi56 I

4.79 7.8 Mil
Government

2 Year Treasury Note Future Mar 24

4.14 6.8 Mil
Government

iShares Core MSCI Emerging Markets ETF

3.94 6.5 Mil
—

Long: Ss2n4t2 Irs Usd R F 3.07500 Is2n4t2 Ccpois / Short: Ss2n4t2 Irs Usd P

3.46 5.7 Mil
Government

Long: Is1fyy4 Irs Usd R V 12muscpi Is1fyz5 Inflationzero / Short: Is1fyy4 I

3.42 5.6 Mil
Government