ALCBX Mutual Fund
ALCBX Mutual Fund
ALCBX Mutual Fund
ALPS Balanced Opportunity Fund Class C
ALCBX Mutual Fund Overview
ALCBX Mutual Fund (ALPS Balanced Opportunity Fund Class C) is managed by ALPS Advisors with $678,725.1 in net assets. ALCBX expense ratio is 1.85%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2020-09-15.
ALCBX performance shows a YTD return of 9.34%. The 1-year return is 16.92% and the 5-year return is 6.78%. ALCBX dividend yield stands at 8.39%, paid monthly.
ALCBX 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 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.