GETFX Mutual Fund

GETFX Mutual Fund (Morningstar Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $146.0M in net assets. GETFX expense ratio is 0.82%, holding 14 positions across sectors including Financials. Inception date: 2007-04-30.

GETFX performance shows a YTD return of 9.02%. The 1-year return is 18.83% and the 5-year return is 8.43%. GETFX dividend yield stands at 8.24%, paid annually.

GETFX top holdings include Vanguard Total Stock Market ETF (21.4%), Ishares Core S&p 500 ETF (16.4%), Vanguard Total Bond Market ETF (11.1%), Vanguard Ftse Developed Markets ETF (10.0%), Schwab Fundamental International Large Company Index ETF (8.1%). Go to all GETFX holdings, GETFX sectors, or GETFX dividends.

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