ALCBX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

ALPS/Smith Balanced Opportunity C (ALCBX) Ownership - Who owns ALPS/Smith Balanced Opportunity C?

Category: @Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

ALCBX

Net Assets

13.4M

Fund Existence

about 4 years

Turnover

74.00

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2500

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

4.88M

Average Credit Quality

N/A

Average Effective Duration

6.55

Average Effective Maturity

11.03

Fund of Funds

Fund Share Class Net Assets

664K

Fund Type

OpenEnd

Index Fund

Management Fee

N/A

Modified Duration

6.80

No Load Fund

Number of Long Holdings

289.00

Number of Net Holdings

N/A

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

14.453

Annual Yield % from dividends

0.91

Returns for 1 year

24.21

Returns for 3 years

14.56

Returns for 5 years

18.03

Returns for 10 years

17.64

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details