SBTOX Mutual Fund
SBTOX Mutual Fund
Sanford C. Bernstein Fund Tax-Aware Overlay B Portfolio Class 1
SBTOX Mutual Fund Overview
SBTOX Mutual Fund (Sanford C. Bernstein Fund Tax-Aware Overlay B Portfolio Class 1) is managed by AllianceBernstein L.P. with $1.30B in net assets. SBTOX expense ratio is 0.91%, holding 831 positions across sectors including Other, Financials, Utilities. Inception date: 2010-02-08.
SBTOX performance shows a YTD return of 3.17%. The 1-year return is 11.01% and the 5-year return is 2.79%. SBTOX dividend yield stands at 5.96%, paid annually.
SBTOX top holdings include Spdr S&p 500 ETF Trust (13.6%), Ishares Core Msci Eafe ETF (6.9%), Patriots Energy Group Fing Agy 5.25 02-01-2054 (1.2%), Sacramento Cnty Calif Wtr Fing Auth Wtr Rev Bds 2007 (1.0%), California Municipal Finance Authority (1.0%). View all SBTOX holdings, sector breakdown, or dividend history.
SBTOX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SBTOX alternatives are available via the screener, along with tax-loss harvesting opportunities.