ALCBX Mutual Fund (ALPS Balanced Opportunity Fund Class C) is managed by ALPS Advisors with $668,122.03 in net assets. ALCBX expense ratio is 1.85%, holding 58 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2020-09-15.

ALCBX performance shows a YTD return of 9.58%. The 1-year return is 20.23% and the 5-year return is 7.36%. ALCBX dividend yield stands at 8.41%, paid monthly.

ALCBX 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 ALCBX holdings, sector breakdown, or dividend history.

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