ALIBX Mutual Fund

ALIBX Mutual Fund (ALPS Balanced Opportunity Fund Investor Class) is managed by ALPS Advisors with $783,726.71 in net assets. ALIBX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-09-15.

ALIBX performance shows a YTD return of 7.65%. The 1-year return is 16.03% and the 5-year return is 7.30%. ALIBX dividend yield stands at 8.52%, paid monthly.

ALIBX 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 ALIBX holdings, ALIBX sectors, or ALIBX dividends.

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