Advertisement
Skip to Content
Morningstar

Bernstein Short Duration Divers Muni SDDMX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 12.38  /  0.01 %
  • Total Assets 260.0 Mil
  • Adj. Expense Ratio
    0.360%
  • Expense Ratio 0.480%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 25,000
  • Status Open
  • TTM Yield 1.01%
  • Effective Duration 1.88 years

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis SDDMX

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

People Pillar

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

Summary

|

Bernstein Short Duration Divers Muni's Average Process and Parent pillars limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor