SATOX Mutual Fund

SATOX Mutual Fund (Sanford C. Bernstein Fund Tax-Aware Overlay A Portfolio Class 1) is managed by AllianceBernstein L.P. with $3.40B in net assets. SATOX expense ratio is 1.27%, holding 759 positions across sectors including Information Technology, Communication Services, Financials. Inception date: 2010-02-08.

SATOX performance shows a YTD return of 7.66%. The 1-year return is 6.70% and the 5-year return is 6.39%. SATOX dividend yield stands at 12.29%, paid annually.

SATOX top holdings include Bernstein International Strategic Equities Portfolio (21.0%), Ab All Market Real Return Portfolio (6.6%), Ab International Small Cap Portfolio Class Z (5.1%), Microsoft Corp (4.1%), Nvidia Corp. (3.8%). Go to all SATOX holdings, SATOX sectors, or SATOX dividends.

SATOX can be compared against other funds. Use SATOX overlap to find shared positions, or SATOX vs another fund for a side-by-side view. SATOX alternatives are available via the screener, along with tax-loss harvesting opportunities.