Morningstar

ALPS Balanced Opportunity Fund Class I ALPBX

Morningstar Medalist Rating
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Medalist Rating as of See ALPS Investment Hub
  • NAV / 1-Day Return $13.53  /  −0.37 %
  • Fund Size $14.9M
  • Adjusted Expense Ratio 0.850%
  • Net Expense Ratio 0.660%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status Open
  • TTM Yield 1.24%
  • Turnover Ratio 44%
NAV and 1-Day Return as of

Morningstar’s Analysis ALPBX

Will ALPBX 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 ALPBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the ALPBX 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 ALPBX’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 I holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

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Portfolio Holdings ALPBX

More ALPBX 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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