MENU
OUR PRODUCTS
MOBILE APPS
GENERAL INFO
Help
© 2013-2025 All rights reserved. Tickeron Inc.
ALPBX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

ALPS/Smith Balanced Opportunity I (ALPBX) Ownership - Who owns ALPS/Smith Balanced Opportunity I?

The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income... Show more

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

Profile

Category
Moderate Allocation
Address
Financial Investors Trust1290 Broadway, Suite 1100Denver
Phone
N/A
Web
N/A

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.86
Min. Initial Investment
100000.00
Fund Existence
over 4 years
Turnover
131.00
Front Load
N/A
Net Assets
11046699.00
Manager Tenure
N/A

Fundamentals

ALPBX
Net Assets
11M
Fund Existence
over 4 years
Turnover
131.00
Total Expense Ratio
0.86
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
100000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.84
Assets in Top Ten Holdings
4.88M
Average Credit Quality
N/A
Average Effective Duration
5.79
Average Effective Maturity
8.76
Fund of Funds
No
Fund Share Class Net Assets
7.81M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.70
Modified Duration
5.95
No Load Fund
Yes
Number of Long Holdings
243.00
Number of Net Holdings
244.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.12
Weighting Top Ten Holdings
22.92%
Gain YTD
-6.238
Annual Yield % from dividends
1.85
Returns for 1 year
-6.55
Returns for 3 years
3.98
Returns for 5 years
N/A
Returns for 10 years
N/A
View a ticker or compare two or three
GO
VS
Compare
VS
Compare
Ad is loading...
A.I.Advisor
published price charts
A.I. Advisor
published General Information

General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Financial Investors Trust1290 Broadway, Suite 1100Denver
Phone
N/A
Web
N/A