ALABX Mutual Fund (ALPS Balanced Opportunity Fund Class A) is managed by ALPS Advisors with $4.0M in net assets. ALABX expense ratio is 1.15%, holding 58 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2020-09-15.

ALABX performance shows a YTD return of 9.53%. The 1-year return is 21.01% and the 5-year return is 8.05%. ALABX dividend yield stands at 8.33%, paid monthly.

ALABX top holdings include Smith Core Plus Bond Etf (27.7%), 'alphabet Inc., Class 'a'' (4.6%), Johnson Johnson (3.6%), Amazon.Com Inc (3.3%), Microsoft Corp 4.100 Feb 06 37 (2.9%). View all ALABX holdings, sector breakdown, or dividend history.

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