ALCBX Mutual Fund
ALCBX Mutual Fund
NAV$13.61
AUM$680,585.15
TER1.85%
Holdings58
See how much of ALCBX you already own
ALCBX Mutual Fund
NAV$13.61
ALPS Balanced Opportunity Fund Class C
AUM$680,585.15
TER1.85%
Holdings58
See how much of ALCBX you already own
ALCBX Mutual Fund Top Holdings
ALCBX holdings top 10 positions. The top 10 holdings account for 55.1% of the fund, led by Smith Core Plus Bond Etf at 26.0%, State Street Treasury Plus Money Market Portfolio at 4.3%, Alphabet Inc at 4.0%.
ALCBX portfolio concentration is relatively high, with the top 10 representing 55.1% of total assets. The largest sector exposure is Information Technology at 20.4%.
ALCBX sectors provide a detailed breakdown. ALCBX overlap shows how holdings compare to other funds in your portfolio.