ALPBX Mutual Fund (ALPS Balanced Opportunity Fund Class I) is managed by ALPS Advisors with $7.2M in net assets. ALPBX expense ratio is 0.85%, holding 58 positions across sectors including Unknown, Information Technology, Financials. Inception date: 2020-09-15.

ALPBX performance shows a YTD return of 9.54%. The 1-year return is 20.23% and the 5-year return is 8.14%. ALPBX dividend yield stands at 8.38%, paid monthly.

ALPBX 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 ALPBX holdings, sector breakdown, or dividend history.

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