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Morningstar

AB Short Duration Income Advisor SHUYX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.95  /  0.04 %
  • Total Assets 69.7 Mil
  • Adj. Expense Ratio
    0.450%
  • Expense Ratio 0.470%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Short-Term Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 3.59%
  • Effective Duration 2.97 years

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 1:00 AM GMT+00:00

Morningstar’s Analysis SHUYX

Will SHUYX outperform in future?

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

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SHUYX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SHUYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of SHUYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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AB Short Duration Income Advisor's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a sizable cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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