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AllianceBern Overlay A 2 SAOTX

Quantitative rating as of
NAV / 1-Day Return
11.70  /  0.09 %
Total Assets
2.2 Bil
Adj. Expense Ratio
0.600%
Expense Ratio
0.960%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
2.90%
Turnover
21%

Morningstar’s Analysis SAOTX

Will SAOTX outperform in future?

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

Summary

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AllianceBern Overlay A 2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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