ALPS Balanced Opportunity FundALIBX
Type
Mutual fund
Peer group
Alternative
Net assets
$12.3M
Expense ratio
1.15%
1-year return
+22.7%
3 years, a year
+14.7%
5 years, a year
+7.3%
Holdings
58
What it aims to do.
The Fund seeks long-term capital growth, consistent with preservation of capital and balanced by current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Alps Smith Core Plus Bond Etf | 27.69% |
| GOOGL Alphabet Inc | 4.61% |
| JNJ Johnson & Johnson | 3.57% |
| AMZN Amazon.com Inc | 3.33% |
| MSFT Microsoft Corp | 2.88% |
| APH Amphenol Corp | 2.55% |
| NVDA Nvidia Corp | 2.53% |
| CAT Caterpillar Inc | 2.36% |
| LRCX Lam Research Corp | 2.31% |
| RTX Rtx Corp | 2.29% |
More on ALIBX.
- ALIBX overview
- ALIBX holdings
- ALIBX risk
- ALIBX costs
- ALIBX money in and out
- ALIBX share classes
- Compare ALIBX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.