BETFX Mutual Fund

BETFX Mutual Fund (Morningstar Balanced ETF Asset Allocation Portfolio) is managed by ALPS Variable Investment Trust with $127.5M in net assets. BETFX expense ratio is 0.84%, holding 19 positions across sectors including Financials. Inception date: 2007-04-30.

BETFX performance shows a YTD return of 6.81%. The 1-year return is 9.79% and the 5-year return is 6.50%. BETFX dividend yield stands at 1.93%.

BETFX top holdings include Vanguard Morningstar Total Stock Market Etf (15.8%), Ishares Core S&p 500 ETF (14.8%), Eaton Vance Total Return Bond Etf (11.8%), Jpmorgan Core Plus Bond Fund (8.8%), Schwab Fundamental International Large Company Index ETF (6.7%). Go to all BETFX holdings, BETFX sectors, or BETFX dividends.

BETFX can be compared against other funds. Use BETFX overlap to find shared positions, or BETFX vs another fund for a side-by-side view. BETFX alternatives are available via the screener, along with tax-loss harvesting opportunities.