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ALPBX
Mutual Fund ticker: NASDAQ
AS OF
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Price
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Change
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Net Assets
24.29M

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

Category Unknown
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Alphabet (NASDAQ:GOOGL), NVIDIA Corp (NASDAQ:NVDA), 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 849.97B. The market cap for tickers in the group ranges from 128.86B to 2.99T. MSFT holds the highest valuation in this group at 2.99T. The lowest valued company is COP at 128.86B.

Volume

The average weekly volume growth across all stocks in the ALPS/Smith Balanced Opportunity I MF was -12%. For the same stocks of the MF, the average monthly volume growth was -14% and the average quarterly volume growth was -10%

Fundamental Analysis Ratings

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

Valuation Rating: 63
P/E Growth Rating: 48
Price Growth Rating: 33
SMR Rating: 35
Profit Risk Rating: 28
Seasonality Score: -42 (-100 ... +100)
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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
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ALPBX and

Correlation & Price change

A.I.dvisor indicates that over the last year, ALPBX has been closely correlated with RLBAX. These tickers have moved in lockstep 68% of the time. This A.I.-generated data suggests there is a high statistical probability that if ALPBX jumps, then RLBAX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To ALPBX
1D Price
Change %
ALPBX100%
N/A
RLBAX - ALPBX
68%
Closely correlated
-0.19%
RLBCX - ALPBX
68%
Closely correlated
-0.18%
RLBEX - ALPBX
68%
Closely correlated
-0.18%
RLBFX - ALPBX
67%
Closely correlated
-0.21%
RLBBX - ALPBX
67%
Closely correlated
-0.22%
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