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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.

Weakness in AB Short Duration Income ETF's People and Process Pillar ratings limits this strategy 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 lowest 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 59.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

5 Year Treasury Note Future Sept 24

24.81 15.2 Mil
Government

United States Treasury Notes 4.375%

10.61 6.5 Mil
Government

United States Treasury Notes 4.625%

7.13 4.4 Mil
Government

United States Treasury Notes 4.875%

5.24 3.2 Mil
Government

United States Treasury Notes 4.875%

4.48 2.7 Mil
Government

United States Treasury Notes 4.25%

4.02 2.5 Mil
Government

CDX-NAIGS42V1-5Y-739472 1% 20/06/2029

3.56 2.2 Mil
Derivative

United States Treasury Notes 4.125%

2.34 1.4 Mil
Government

United States Treasury Notes 4%

2.10 1.3 Mil
Government

United States Treasury Notes 4.625%

1.74 1.1 Mil
Government