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AllianceBern Overlay B 2 SBOTX

Quantitative rating as of
NAV / 1-Day Return
8.96  /  0.00
Total Assets
1.3 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.720%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
4.30%
Turnover
98%

Morningstar’s Analysis SBOTX

Will SBOTX outperform in future?

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

Summary

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AllianceBern Overlay B 2's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

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