ALPBX Mutual Fund

ALPBX Mutual Fund (ALPS Balanced Opportunity Fund Class I) is managed by ALPS Advisors with $8.2M in net assets. ALPBX expense ratio is 0.85%, holding 58 positions across sectors including Information Technology, Financials, Industrials. Inception date: 2020-09-15.

ALPBX performance shows a YTD return of 7.70%. The 1-year return is 16.05% and the 5-year return is 7.40%. ALPBX dividend yield stands at 8.50%, paid monthly.

ALPBX 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 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.