Morningstar

AB Ultra Short Income ETF YEAR

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

Morningstar’s Analysis YEAR

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

  • People Pillar

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

The combination of a middling Process Pillar rating and a Below Average People Pillar rating limit AB Ultra Short 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 second-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings YEAR

More YEAR Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Notes 4.77471%

8.56 111.0 Mil
Government

2 Year Treasury Note Future Dec 24

4.81 62.3 Mil
Government

Alliancebernstein Govt Stif Ssc Fund 64Ba Agis 587

4.60 59.7 Mil
Cash and Equivalents

United States Treasury Notes 4.76171%

4.24 55.0 Mil
Government

Us 5yr Note (Cbt) Dec24 Xcbt 20241231

3.49 45.2 Mil
Government

United States Treasury Notes 4.375%

3.40 44.0 Mil
Government

United States Treasury Notes 4.79271%

3.10 40.2 Mil
Government

United States Treasury Notes 4.76271%

3.09 40.0 Mil
Government

United States Treasury Notes 4.71771%

3.09 40.0 Mil
Government

United States Treasury Notes 3.5%

2.92 37.8 Mil
Government

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