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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Top Holdings

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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO
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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. View all ALSGX holdings, sector breakdown, or dividend history.

ALSGX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ALSGX alternatives are available via the screener, along with tax-loss harvesting opportunities.