BETFX Mutual Fund (Morningstar Balanced ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $126.7M in net assets. BETFX expense ratio is 0.84%, holding 19 positions across sectors including Financials, Unknown. Inception date: 2007-04-30.

BETFX performance shows a YTD return of 7.52%. The 1-year return is 16.38% and the 5-year return is 6.60%. BETFX dividend yield stands at 12.73%, paid annually.

BETFX top holdings include Vanguard Total Bond Market ETF (17.5%), Vanguard Total Stock Market ETF (16.2%), Ishares Core S&p 500 ETF (13.2%), Eaton Vance Total Return Bond ETF - Class USD INC (9.2%), Vanguard Ftse Developed Markets ETF (7.4%). View all BETFX holdings, sector breakdown, or dividend history.

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