Morningstar

AB Intermediate Diversified Municipal Portfolio Class C AIMCX

Morningstar Medalist Rating
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Medalist Rating as of See AllianceBernstein Investment Hub
  • NAV / 1-Day Return $13.70  /  +0.29 %
  • Fund Size $4.8B
  • Adjusted Expense Ratio 1.420%
  • Net Expense Ratio 1.420%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Muni National Interm
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Minimum Initial Investment $2,500
  • Investment Status Open
  • TTM Yield 2.03%
  • Average Effective Duration 4.67 yrs
NAV and 1-Day Return as of

Morningstar’s Analysis AIMCX

Will AIMCX outperform in the 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 AIMCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

AB Intermediate Diversified Muni C holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings AIMCX

More AIMCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

PATRIOTS ENERGY GROUP FING AGY S C GAS SUPPLY REV 5.25%

1.02 53M
municipal

IDAHO ST 4%

0.97 51M
municipal

TENNESSEE ENERGY ACQUISITION CORP GAS REV 5%

0.86 45M
municipal

SOUTHEAST ENERGY AUTH COMMODITY SUPPLY REV ALA 4%

0.85 44M
municipal

NEW JERSEY ST TRANSN TR FD AUTH 5%

0.77 40M
municipal

LOS ANGELES CALIF 5%

0.69 36M
municipal

MIAMI-DADE CNTY FLA AVIATION REV 5%

0.66 34M
municipal

MAIN STR NAT GAS INC GA GAS SUPPLY REV 5%

0.58 30M
municipal

ILLINOIS ST TOLL HWY AUTH TOLL HIGHWAY REV 5%

0.54 28M
municipal

LOS ANGELES CNTY CALIF 5%

0.54 28M
municipal

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