AllianceBern Tax–Aware Overlay N 2'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-lowest fee quintile among peers.
NAV / 1-Day Return
10.30 / 0.10 %
Adj. Expense Ratio
Distribution Fee Level
Share Class Type
Allocation—15% to 30% Equity
Investment StyleLarge Blend
Credit Quality / Interest Rate Sensitivity—
Morningstar’s Analysis SNTTX
Will SNTTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.