ALPBX Mutual Fund
NAV$13.78
AUM$7M
TER0.85%
Holdings58
ALPBX Mutual Fund
NAV$13.78
ALPS Balanced Opportunity Fund Class I
AUM$7M
TER0.85%
Holdings58
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ALPBX Mutual Fund Performance
ALPBX performance across multiple time periods: 1-month 1.90%, YTD 9.54%, 1-year 20.23%, 3-year 14.99%, 5-year 8.14%.
ALPBX returns outperform the peer average of 5.87% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.
ALPBX performance comparison shows side-by-side returns with another fund. ALPBX alternatives are available in the Mutual Fund Screener.