ALPBX Mutual Fund
ALPBX Mutual Fund
NAV$13.69
AUM$9M
TER0.85%
Holdings58
See how much of ALPBX you already own
ALPBX Mutual Fund
NAV$13.69
ALPS Balanced Opportunity Fund Class I
AUM$9M
TER0.85%
Holdings58
See how much of ALPBX you already own
ALPBX Mutual Fund Performance
ALPBX performance across multiple time periods: 1-month -0.71%, YTD 8.74%, 1-year 13.26%, 3-year 14.79%, 5-year 7.55%.
ALPBX returns outperform the peer average of 4.96% YTD. With an expense ratio of 0.85%, investors should weigh costs against performance when evaluating this mutual fund.
ALPBX vs another fund shows side-by-side returns. ALPBX alternatives are available in the Mutual Fund Screener.