ALABX Mutual Fund

ALABX Mutual Fund (ALPS Balanced Opportunity Fund Class A) is managed by ALPS Advisors with $4.1M in net assets. ALABX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2020-09-15.

ALABX performance shows a YTD return of 9.44%. The 1-year return is 17.80% and the 5-year return is 7.45%. ALABX dividend yield stands at 8.27%, paid monthly.

ALABX top holdings include Smith Core Plus Bond Etf (26.0%), State Street Treasury Plus Money Market Portfolio (4.3%), Alphabet Inc,class A (4.0%), Johnson & Johnson - Common (3.8%), Amazon.Com Inc (3.3%). 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.