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

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
N/A
Min. Initial Investment
100000.00
Fund Existence
almost 4 years
Turnover
74.00
Front Load
N/A
Net Assets
13235332.00
Manager Tenure
N/A

Fundamentals

ALPBX
Net Assets
13.2M
Fund Existence
almost 4 years
Turnover
74.00
Total Expense Ratio
N/A
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
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
No
Fund Share Class Net Assets
10.6M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
6.80
No Load Fund
No
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
12.562
Annual Yield % from dividends
1.81
Returns for 1 year
19.86
Returns for 3 years
12.69
Returns for 5 years
N/A
Returns for 10 years
N/A
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General Information

Category ModerateAllocation

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