GETFX Mutual Fund

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. Inception date: 2007-04-30.

GETFX performance shows a YTD return of 9.99%. The 1-year return is 13.78% and the 5-year return is 8.60%. GETFX dividend yield stands at 1.36%.

GETFX top holdings include Vanguard Morningstar Total Stock Market Etf (20.6%), Ishares Core S&p 500 ETF (17.6%), Schwab Fundamental International Large Company Index ETF (9.1%), Eaton Vance Total Return Bond Etf (8.8%), Vanguard Ftse Developed Markets ETF (8.0%). Go to all GETFX holdings, GETFX sectors, or GETFX dividends.

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