Sanford C. Bernstein Fund, Inc. — Overlay B Portfolio Class 2 is a multi-asset mutual fund designed to help manage the volatility of a fixed‑income‑oriented asset allocation within a broader Bernstein-managed program. The portfolio dynamically adjusts exposures across asset classes, implementing shifts primarily through derivatives such as options, futures, and swaps, while holding cash and high-quality fixed income for collateral and liquidity needs. It may invest in U.S. government obligations and investment‑grade debt, using risk/return tools and fundamental research to calibrate exposures over time. The strategy is intended to complement an investor’s overall allocation overseen by Bernstein Private Wealth Management and is not designed as a stand‑alone solution; its objectives and performance should be evaluated in the context of the complete program. By operating as an overlay, the portfolio aims to refine risk characteristics—particularly drawdown and interest‑rate sensitivity—of a fixed‑income tilt without fully reconstituting underlying holdings, offering a structured approach to portfolio balance and resiliency within sophisticated wealth management frameworks.
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