SBTOX Mutual Fund
SBTOX Mutual Fund
SBTOX Mutual Fund
Sanford C. Bernstein Fund Tax-Aware Overlay B Portfolio Class 1
SBTOX Mutual Fund Overview
SBTOX Mutual Fund (Sanford C. Bernstein Fund Tax-Aware Overlay B Portfolio Class 1) is managed by AllianceBernstein L.P. with $1.30B in net assets. SBTOX expense ratio is 0.91%, holding 824 positions across sectors including Financials, Real Estate, Utilities. Inception date: 2010-02-08.
SBTOX performance shows a YTD return of 3.71%. The 1-year return is 2.58% and the 5-year return is 1.99%. SBTOX dividend yield stands at 5.98%, paid annually.
SBTOX top holdings include Spdr S&p 500 ETF Trust (13.6%), Ab Fixed Income Shares, Inc. - Government Money Market Portfolio (7.4%), Ishares Core Msci Eafe ETF (3.8%), Patriots Energy Group Fing Agy 5.25 02-01-2054 (1.2%), Colorado St Ed Ln Prog 5% Jun 30, 2026 (1.1%). Go to all SBTOX holdings, SBTOX sectors, or SBTOX dividends.
SBTOX can be compared against other funds. Use SBTOX overlap to find shared positions, or SBTOX vs another fund for a side-by-side view. SBTOX alternatives are available via the screener, along with tax-loss harvesting opportunities.