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 $690,090.68 in net assets. ALCBX expense ratio is 1.85%, holding 58 positions across sectors including Information Technology, Financials, Industrials. 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 6.63%. ALCBX dividend yield stands at 8.54%, paid monthly.
ALCBX 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 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.