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Bernstein Intermediate Duration Instl SIIDX

Quantitative rating as of
  • NAV / 1-Day Return 13.19  /  0.23 %
  • Total Assets 703.5 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.450%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 3,000,000
  • Status Open
  • TTM Yield 2.51%
  • Effective Duration 5.73 years

Morningstar’s Analysis SIIDX

Will SIIDX outperform in future?

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

Summary

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Bernstein Intermediate Duration Instl’s Process Pillar rating is just average, but a strong management team still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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