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Morningstar

AB Sustainable Thematic Bal Port Advisor ABPYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.82  /  0.09 %
  • Total Assets 109.5 Mil
  • Adj. Expense Ratio
    0.710%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 0.00
  • Turnover 174%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis ABPYX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Sustainable Thematic Bal Port Advisor to a Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

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