Morningstar

AB Short Duration Income ETF SDFI

Morningstar Medalist Rating
Medalist Rating as of | See AllianceBernstein Investment Hub

Morningstar’s Analysis SDFI

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit AB Short Duration Income ETF to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SDFI

More SDFI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 24.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.625%

4.85 4.5 Mil
Government

Ss2zby2 Cds Usd R F 1.00000 Is2zby2 Ccpcdx

4.49 4.2 Mil
Derivative

Bs2zbq4 Cds Usd R V 03mevent Is2zbr5 Ccpitraxx

4.39 4.1 Mil
Derivative

United States Treasury Notes 4.25%

3.34 3.1 Mil
Government

United States Treasury Notes 4.875%

3.31 3.1 Mil
Government

United States Treasury Notes 4.875%

3.02 2.8 Mil
Government

United States Treasury Notes 4%

2.84 2.6 Mil
Government

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

2.84 2.6 Mil
Government

United States Treasury Notes 4.25%

2.73 2.5 Mil
Government

United States Treasury Notes 4.125%

1.60 1.5 Mil
Government

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