Tax-Aware Overlay A PortfolioSATOX
Type
Mutual fund
Peer group
Alternative
Net assets
$781.0M
Expense ratio
1.27%
1-year return
+20.9%
3 years, a year
+12.7%
5 years, a year
+5.0%
Holdings
774
What it aims to do.
The investment objective of the Tax-Aware 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 |
|---|---|
| Bernstein International Strategic Equities Portfolio | 20.38% |
| AB All Market Real Return Portfolio | 7.71% |
| Alliance Bernstein | 4.33% |
| NVDA NVIDIA Corp | 3.75% |
| AB International Small Cap Portfolio | 3.72% |
| MSFT Microsoft Corp | 3.21% |
| GOOG Alphabet Inc | 2.81% |
| AAPL Apple Inc | 2.45% |
| AB Emerging Markets Opportunities ETF | 2.02% |
| AMZN Amazon.com Inc | 1.98% |
More on SATOX.
- SATOX overview
- SATOX holdings
- SATOX risk
- SATOX costs
- SATOX money in and out
- SATOX share classes
- Compare SATOX 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.