ALPBX Mutual Fund

ALPBX Mutual Fund (ALPS Balanced Opportunity Fund Class I) is managed by ALPS Advisors with $9.4M in net assets. ALPBX expense ratio is 0.85%, holding 58 positions across sectors including Information Technology, Health Care, Financials. Inception date: 2020-09-15.

ALPBX performance shows a YTD return of 9.52%. The 1-year return is 17.16% and the 5-year return is 7.55%. ALPBX dividend yield stands at 8.35%, paid monthly.

ALPBX 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 ALPBX holdings, ALPBX sectors, or ALPBX dividends.

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