Skip to Content

AllianceBern Tax–Aware Overlay A 2 SATTX

Quantitative rating as of
NAV / 1-Day Return
12.56  /  0.32 %
Total Assets
4.5 Bil
Adj. Expense Ratio
0.590%
Expense Ratio
0.930%
Distribution Fee Level
Average
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.94%
Turnover
20%

Morningstar’s Analysis SATTX

Will SATTX outperform in future?

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

Summary

|

AllianceBern Tax–Aware Overlay A 2's Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor