Morningstar

Bernstein International Strat Eqs SCB STESX

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub
  • NAV / 1-Day Return 13.81  /  +2.30 %
  • Total Assets 8.2 Bil
  • Adj. Expense Ratio
    0.960%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Foreign Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 10,000
  • Status Closed
  • TTM Yield 2.44%
  • Turnover 92%

USD | NAV as of Sep 26, 2024 | 1-Day Return as of Sep 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis STESX

Will STESX 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 STESX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STESX 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 STESX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in Bernstein International Strat Eqs SCB's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STESX

More STESX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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Healthcare

Taiwan Semiconductor Manufacturing Co Ltd

3.89 314.1 Mil
Technology

Wolters Kluwer NV

2.85 230.0 Mil
Industrials

Prysmian SpA

2.62 211.6 Mil
Industrials

KB Financial Group Inc

2.53 204.3 Mil
Financial Services

GSK PLC

2.53 204.1 Mil
Healthcare

Loblaw Companies Ltd

2.42 195.4 Mil
Consumer Defensive

Sumitomo Mitsui Financial Group Inc

2.41 194.4 Mil
Financial Services

RELX PLC

2.25 182.0 Mil
Industrials

CRH PLC

2.23 180.3 Mil
Basic Materials

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