ALIBX Mutual Fund

ALIBX Mutual Fund (ALPS Balanced Opportunity Fund Investor Class) is managed by ALPS Advisors with $770,982.53 in net assets. ALIBX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2020-09-15.

ALIBX performance shows a YTD return of 9.48%. The 1-year return is 17.18% and the 5-year return is 7.45%. ALIBX dividend yield stands at 8.31%, paid monthly.

ALIBX 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 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.