Morningstar

ALPS Balanced Opportunity Fund Class C ALCBX

Morningstar Medalist Rating
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Medalist Rating as of See ALPS Investment Hub
  • NAV / 1-Day Return $13.45  /  −0.44 %
  • Fund Size $14.9M
  • Adjusted Expense Ratio 1.850%
  • Net Expense Ratio 1.260%
  • Fee Level: Distribution Above Average
  • Share Class Type Level Load
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 1.25%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis ALCBX

Will ALCBX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable ALCBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALCBX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of ALCBX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Balanced Opportunity C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings ALCBX

More ALCBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 54.0
Top 10 Holdings
% Portfolio Weight
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