ALABX Mutual Fund
ALABX Mutual Fund
ALABX Mutual Fund
ALPS Balanced Opportunity Fund Class A
ALABX Mutual Fund Overview
ALABX Mutual Fund (ALPS Balanced Opportunity Fund Class A) is managed by ALPS Advisors with $4.2M in net assets. ALABX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-09-15.
ALABX performance shows a YTD return of 7.62%. The 1-year return is 16.00% and the 5-year return is 7.31%. ALABX dividend yield stands at 8.46%, paid monthly.
ALABX top holdings include Smith Core Plus Bond Etf (27.7%), Alphabet Inc Common Stock USD 0.001 (4.6%), Johnson Johnson (3.6%), Amazon.Com Inc (3.3%), Microsoft Corp (2.9%). Go to all ALABX holdings, ALABX sectors, or ALABX dividends.
ALABX can be compared against other funds. Use ALABX overlap to find shared positions, or ALABX vs another fund for a side-by-side view. ALABX alternatives are available via the screener, along with tax-loss harvesting opportunities.