ALIBX Mutual Fund (ALPS Balanced Opportunity Fund Investor Class) is managed by ALPS Advisors with $758,709.4 in net assets. ALIBX expense ratio is 1.15%, holding 58 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2020-09-15.

ALIBX performance shows a YTD return of 9.49%. The 1-year return is 20.29% and the 5-year return is 8.02%. ALIBX dividend yield stands at 8.40%, paid monthly.

ALIBX 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 ALIBX holdings, sector breakdown, or dividend history.

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