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Alps Balanced Opportunity Fund Class A: (MF: ALABX)

(NASDAQ Mutual Funds) As of Sep 25, 2026 05:26 PM ET

$13.84 USD

+0.04 (0.29%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Aug 31, 2026

Total Return %* Percentile Rank Objective
YTD 10.13 70
3 months 1.86 67
6 months 5.49 72
1 Year 17.11 56
3 Year 14.92 69
5 Year 7.50 79
10 Year NA NA

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Aug 31, 2026

1 Year 16.49
5 Year 7.40
10 Year NA
Since Inception 9.74

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -0.46 10.74 NA NA
2025 -1.56 5.44 5.38 3.54
2024 7.22 1.88 5.72 -0.15
2023 5.39 4.08 -3.06 9.40
2022 -4.40 -13.71 -2.63 4.39
2021 5.57 4.22 -0.52 5.64

Annual Return

202620252024202320222021
% Total Return 10.1313.2515.3116.33-16.1515.64
% Total Return Rel to Index -1.83-4.96-9.70-9.912.05-13.04
% Total Return Rel to Peer -3.35-1.79-0.521.05-5.36-8.69
% Perf Quintile vs Peer* 4.004.003.002.004.005.00
% Dividends 0.110.210.200.190.120.07
% Yield 0.681.531.391.471.150.57
Capital Gains ($) 0.000.961.130.000.000.00
Expense Ratio 0.710.640.781.121.111.11

* 1 = Top 20%, 5 = Bottom 20%