Morningstar

AllianceBernstein Mutual Funds

View all of AllianceBernstein’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

AllianceBernstein Mutual Funds List

The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.

1 to 10 of 10 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
AB Tax-Aware Fixed Income Opportunities Portfolio Advisor ClassATTYXMuni National Interm—−3.04%600.500%AverageNo Load$0
AB Municipal Income Fund II Massachusetts Portfolio Advisor ClassAMAYXMuni Massachusetts—−2.72%150.520%AverageNo Load—
AB Select US Equity Portfolio Advisor ClassAUUYXLarge Blend
11.22%581.240%HighNo Load$0
AB International Strategic Equities Portfolio Advisor ClassSTEYXForeign Large Blend
18.81%20.700%Below AverageNo Load$10,000
AB Municipal Income Fund California Portfolio Advisor ClassALCVXMuni California Intermediate—−2.98%570.500%AverageNo Load—
AB Municipal Income Fund New York Portfolio Advisor ClassALNVXMuni New York Intermediate—−2.34%240.500%AverageNo Load—
AB Select US Equity Portfolio Class IAUUIXLarge Blend
11.22%581.220%HighInstitutional$2M
Bernstein International Strategic Equities Portfolio Class SCBSTESXForeign Large Blend
18.77%20.930%AverageNo Load$10,000
AB International Strategic Equities Portfolio Class ZSTEZXForeign Large Blend
18.84%20.710%Below AverageInstitutional$0
AB Municipal Income Fund II Virginia Portfolio Advisor ClassAVAYXMuni Single State Interm—−3.36%330.550%AverageNo Load—

AllianceBernstein Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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