Overlay A PortfolioSAOTX
Type
Mutual fund
Peer group
Alternative
Net assets
$397.8M
Expense ratio
1.09%
1-year return
+20.5%
3 years, a year
+12.8%
5 years, a year
+5.1%
Holdings
771
What it aims to do.
The investment objective of the Overlay A Portfolio (Portfolio) is to manage the volatility of an equity-oriented asset allocation over the long term, as part of an investors overall asset allocation managed by Bernstein Private Wealth Management of AllianceBernstein L.P.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Alliance Bernstein | 18.29% |
| Bernstein International Strategic Equities Portfolio | 11.80% |
| AB All Market Real Return Portfolio | 6.69% |
| NVDA NVIDIA Corp | 3.09% |
| AB International Small Cap Portfolio | 2.94% |
| MSFT Microsoft Corp | 2.49% |
| AAPL Apple Inc | 2.25% |
| GOOG Alphabet Inc | 2.12% |
| META Meta Platforms Inc | 1.68% |
| Bernstein Small Cap Core Portfolio | 1.60% |
More on SAOTX.
- SAOTX overview
- SAOTX holdings
- SAOTX risk
- SAOTX costs
- SAOTX money in and out
- SAOTX share classes
- Compare SAOTX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.