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AllianceBern Tax–Aware Overlay B 2 SBTTX

Quantitative rating as of
NAV / 1-Day Return
10.44  /  0.10 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.720%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Allocation—15% to 30% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.95%
Turnover
19%

Morningstar’s Analysis SBTTX

Will SBTTX outperform in future?

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

Summary

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AllianceBern Tax–Aware Overlay B 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.

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