ALSGX Mutual Fund

ALSGX Mutual Fund

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Fund Essentials

Net Assets
$5M
Expense Ratio
1.62%
Dividend Yield (Current)
-
Holdings
13
Inception Date
Apr 30, 2015
Fund Family
Alps Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD-10.91%
1 Year-10.91%
3 Year-1.36%

Asset Allocation

Cash: 5.36%
Other: 94.64%
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

ALSGX Mutual Fund Overview

ALSGX Mutual Fund (ALPS/Stadion Tactical Growth Portfolio Class III) is managed by Alps Funds with $5.1M in net assets. ALSGX expense ratio is 1.62%, holding 13 positions across various sectors. Inception date: 2015-04-30.

ALSGX performance shows a YTD return of -10.91%. The 1-year return is -10.91%.

ALSGX top holdings include a diversified portfolio. Go to all ALSGX holdings, ALSGX sectors, or ALSGX dividends.

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