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ALPBX
Mutual Fund ticker: NASDAQ
AS OF
Aug 7 closing price
Price
$12.65
Change
-$0.05 (-0.39%)
Net Assets
12.2M

ALPBX ALPS/Smith Balanced Opportunity I Forecast, Technical & Fundamental Analysis

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

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A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are NVIDIA Corp (NASDAQ:NVDA), Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), JPMorgan Chase & Co (NYSE:JPM), Unitedhealth Group (NYSE:UNH), 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 I MF is 1.9T. The market cap for tickers in the group ranges from 151.38B to 4.41T. NVDA holds the highest valuation in this group at 4.41T. The lowest valued company is COP at 151.38B.

Volume

The average weekly volume growth across all stocks in the ALPS/Smith Balanced Opportunity I MF was -5%. For the same stocks of the MF, the average monthly volume growth was 14% and the average quarterly volume growth was -14%

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: 54
Price Growth Rating: 36
SMR Rating: 24
Profit Risk Rating: 30
Seasonality Score: -59 (-100 ... +100)
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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
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ALPBX and MutualFunds

Correlation & Price change

A.I.dvisor tells us that ALPBX and BALFX have been poorly correlated (+28% of the time) for the last year. This A.I.-generated data suggests there is low statistical probability that ALPBX and BALFX's prices will move in lockstep.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ALPBX
1D Price
Change %
ALPBX100%
N/A
BALFX - ALPBX
28%
Poorly correlated
-0.05%
CLBCX - ALPBX
26%
Poorly correlated
-0.03%
RLBBX - ALPBX
26%
Poorly correlated
-0.03%
CLBFX - ALPBX
26%
Poorly correlated
-0.05%
BALCX - ALPBX
25%
Poorly correlated
-0.05%
More