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AllianceBern Tax–Aware Overlay C 2 SCTTX

Quantitative rating as of
NAV / 1-Day Return
10.27  /  0.10 %
Total Assets
585.2 Mil
Adj. Expense Ratio
0.720%
Expense Ratio
0.760%
Distribution Fee Level
Low
Share Class Type
Institutional
Category
Global Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.84%
Turnover
23%

Morningstar’s Analysis SCTTX

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

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