About ALIBX
The ALPS/Smith Balanced Opportunity Fund Investor Class is a mutual fund designed to provide investors with a blend of long-term capital growth, preservation of capital, and consistent current income. Its primary strategy employs a dynamic asset allocation between equities and fixed income securities, enabling the portfolio to adapt to changing market conditions and risk factors. Typically, the fund invests a significant portion of its assets in both common and preferred stocks, as well as bonds and cash equivalents, balancing growth potential with income generation. Managed by an experienced team, the fund’s investments span multiple sectors, offering broad diversification and risk mitigation. The ALPS/Smith Balanced Opportunity Fund Investor Class is structured to appeal to investors seeking a single, balanced solution that addresses both accumulation and income needs within their portfolios. The fund’s performance benchmark combines major stock and bond indices, reflecting its mixed-asset approach and its role as a core diversified holding for moderate-risk investors seeking stability and modest growth.
Fund Family ALPS
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol ALIBX
Share Class Investor Class
Index Index is not available on Lipper Database
ALIBX had a total return of 8.39% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.87%.
