GETFX Mutual Fund
GETFX Mutual Fund
Morningstar Growth ETF Asset Allocation Portfolio
GETFX Mutual Fund Overview
GETFX Mutual Fund (Morningstar Growth ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $140.2M in net assets. GETFX expense ratio is 0.82%, holding 14 positions across sectors including Financials, Unknown. Inception date: 2007-04-30.
GETFX performance shows a YTD return of 9.99%. The 1-year return is 21.24% and the 5-year return is 8.68%. GETFX dividend yield stands at 8.16%, paid annually.
GETFX top holdings include Vanguard Total Stock Mkt Etf (21.4%), Ishares Core S&p 500 ETF (16.4%), Vanguard Total Bond Market ETF (11.1%), Vanguard Ftse Developed Markets ETF (10.0%), Schwab Fundamental International Large Company Index ETF (8.1%). View all GETFX holdings, sector breakdown, or dividend history.
GETFX can be compared against other funds using the overlap calculator or side-by-side comparison tool. GETFX alternatives are available via the screener, along with tax-loss harvesting opportunities.