ALIBX Mutual Fund

ALIBX Mutual Fund (ALPS Balanced Opportunity Fund Investor Class) is managed by ALPS Advisors with $771,696.96 in net assets. ALIBX expense ratio is 1.15%, holding 58 positions across sectors including Information Technology, Health Care, Consumer Discretionary. 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 7.36%. ALIBX dividend yield stands at 8.31%, paid monthly.

ALIBX 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 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.