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AB Short Duration Income C SHUCX

Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 8.84  /  0.00
  • Total Assets 111.1 Mil
  • Adj. Expense Ratio
    1.450%
  • Expense Ratio 1.780%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 2,500
  • Status Open
  • TTM Yield 4.06%
  • Effective Duration 2.44 years

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0

Morningstar’s Analysis SHUCX

Will SHUCX outperform in future?

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

AB Short Duration Income C's Average Process and People Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

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Portfolio Holdings SHUCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 61.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

US 5 Year Note (CBT) Mar14

30.04 19.9 Mil
Government

United States Treasury Notes 4.375%

11.05 7.3 Mil
Government

United States Treasury Notes 4.625%

6.83 4.5 Mil
Government

United States Treasury Notes 4.25%

6.66 4.4 Mil
Government

CDX-NAIGS41V1-5Y-707053 1% 20/12/2028

6.28 4.2 Mil
Derivative

United States Treasury Notes 5%

5.66 3.8 Mil
Government

United States Treasury Notes 4.5%

4.14 2.7 Mil
Government

CDX-NAHYS41V1-5Y-708339 5% 20/12/2028

1.53 1.0 Mil
Derivative

United States Treasury Notes 4.875%

1.51 1.0 Mil
Government

United States Treasury Notes 4.375%

1.50 998,104
Government