+Compare
ALCBX
Mutual Fund ticker: NASDAQ
AS OF
Loading...
Price
Loading...
Change
Loading...
Net Assets
21.31M

ALCBX ALPS/Smith Balanced Opportunity C Forecast, Technical & Fundamental Analysis

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Alphabet (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), Meta Platforms (NASDAQ:META), Unitedhealth Group (NYSE:UNH), JPMorgan Chase & Co (NYSE:JPM), McDonald's Corp (NYSE:MCD), ConocoPhillips (NYSE:COP).

Industry description

The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund pursues its investment objective by normally investing 60% of its assets in equity securities and 40% of its assets in fixed-income securities and cash equivalents. Equity securities in which the fund may invest include common stocks and preferred stocks. Its fixed-income investments may reflect a broad range of credit qualities and may include corporate debt securities, U.S. government obligations, agency mortgage-backed securities, asset-backed securities, and bank loans.

Market Cap

The average market capitalization across the ALPS/Smith Balanced Opportunity C MF is 704.73B. The market cap for tickers in the group ranges from 142.69B to 2.73T. AAPL holds the highest valuation in this group at 2.73T. The lowest valued company is COP at 142.69B.

Volume

The average weekly volume growth across all stocks in the ALPS/Smith Balanced Opportunity C MF was -42%. For the same stocks of the MF, the average monthly volume growth was 4% and the average quarterly volume growth was -5%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 61
P/E Growth Rating: 45
Price Growth Rating: 44
SMR Rating: 37
Profit Risk Rating: 30
Seasonality Score: -30 (-100 ... +100)
View a ticker or compare two or three
A.I. Advisor
published General Information

General Information

Category Unknown

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Financial Investors Trust1290 Broadway, Suite 1100Denver
Phone
N/A
Web
N/A
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
HVEIX20.140.02
+0.10%
HVIA Equity Institutional
SGOIX24.150.02
+0.08%
First Eagle Overseas I
JDPNX14.76-0.03
-0.20%
Janus Henderson Mid Cap Value N
MADAX26.78-0.07
-0.26%
Madison Dividend Income A
INIIX12.29-0.09
-0.73%
VanEck International Investors Gold I

ALCBX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ALCBX has been closely correlated with RLBAX. These tickers have moved in lockstep 74% of the time. This A.I.-generated data suggests there is a high statistical probability that if ALCBX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ALCBX
1D Price
Change %
ALCBX100%
N/A
RLBAX - ALCBX
74%
Closely correlated
+0.03%
RLBCX - ALCBX
74%
Closely correlated
+0.03%
RLBEX - ALCBX
74%
Closely correlated
N/A
RLBFX - ALCBX
73%
Closely correlated
N/A
RLBBX - ALCBX
73%
Closely correlated
+0.03%
More