ALCBX Mutual Fund

ALCBX Mutual Fund (ALPS Balanced Opportunity Fund Class C) is managed by ALPS Advisors with $679,450.76 in net assets. ALCBX expense ratio is 1.85%, holding 58 positions across sectors including Information Technology, Health Care, Consumer Discretionary. Inception date: 2020-09-15.

ALCBX performance shows a YTD return of 7.66%. The 1-year return is 15.95% and the 5-year return is 6.64%. ALCBX dividend yield stands at 8.39%, paid monthly.

ALCBX top holdings include Smith Core Plus Bond Etf (26.6%), Alphabet Inc (4.0%), Johnson & Johnson - Common (3.8%), Lam Research Corp (3.0%), Amphenol Corp. Class A (3.0%). Go to all ALCBX holdings, ALCBX sectors, or ALCBX dividends.

ALCBX can be compared against other funds. Use ALCBX overlap to find shared positions, or ALCBX vs another fund for a side-by-side view. ALCBX alternatives are available via the screener, along with tax-loss harvesting opportunities.