Tax-Aware Overlay N Portfolio

Tax-Aware Overlay N Portfolio is a registered fund series of BERNSTEIN SANFORD C FUND INC (series S000027652). Net assets $135.6M as of 2023-12-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
iShares Core MSCI EAFE ETF$26.0M1914.17%
Metropolitan Transportation Authority$7.0M513.24%
Trust for Cultural Resources of The City of New York/The$5.9M438.08%
Michigan Finance Authority$5.1M375.71%
New York City Transitional Finance Authority Future Tax Secured Revenue$4.5M331.52%
New York City Transitional Finance Authority Future Tax Secured Revenue$4.0M296.77%
Port Authority of New York & New Jersey$3.6M268.28%
United States Treasury$3.3M246.35%
Alliance Bernstein$3.0M223.00%
New York State Dormitory Authority$3.0M222.00%
New York State Thruway Authority$2.9M217.41%
City of New York NY$2.7M197.08%
New York Liberty Development Corp$2.6M193.78%
Triborough Bridge & Tunnel Authority$2.4M174.22%
New York City Transitional Finance Authority Future Tax Secured Revenue$2.2M162.54%

Net asset history

Report dateNet assets
2023-12-31$135.6M
2023-09-30$147.8M
2023-06-30$176.9M
2023-03-31$232.6M
2022-12-31$244.3M
2022-09-30$273.2M
2022-06-30$310.8M
2022-03-31$346.5M

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