Overlay B PortfolioSBOTX
Type
Mutual fund
Peer group
Taxable bond
Net assets
$287.8M
Expense ratio
0.81%
1-year return
+9.6%
3 years, a year
+7.0%
5 years, a year
+2.5%
Holdings
1,317
What it aims to do.
The investment objective of the Overlay B Portfolio (Portfolio) is to manage the volatility of a fixed-income-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 | 9.77% |
| United States Treasury | 7.43% |
| iShares Core MSCI EAFE ETF | 5.40% |
| iShares Core MSCI Emerging Markets ETF | 3.36% |
| AB All Market Real Return Portfolio | 3.36% |
| United States Treasury | 2.12% |
| United States Treasury | 1.69% |
| United States Treasury | 1.48% |
| United States Treasury | 1.19% |
| United States Treasury | 1.08% |
More on SBOTX.
- SBOTX overview
- SBOTX holdings
- SBOTX risk
- SBOTX costs
- SBOTX money in and out
- SBOTX share classes
- Compare SBOTX 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.