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Alps Balanced Opportunity Fund Investor Class: (MF: ALIBX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:59 PM ET

$12.62 USD

+0.02 (0.16%)

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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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.41 52
3 months 4.52 56
6 months 11.05 32
1 Year 15.72 60
3 Year 15.45 52
5 Year 8.34 86
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 Feb 28, 2026

1 Year 13.18
5 Year 8.03
10 Year NA
Since Inception 9.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.60 5.36 5.41 3.56
2024 7.23 1.88 5.72 -0.14
2023 5.41 4.19 -3.14 9.40
2022 -4.40 -13.71 -2.63 4.39
2021 5.47 4.22 -0.53 5.64

Annual Return

202620252024202320222021
% Total Return 4.4113.1815.3316.37-16.1515.53
% Total Return Rel to Index 1.71-5.03-9.68-9.872.04-13.15
% Total Return Rel to Peer 0.26-1.87-0.501.08-5.36-8.81
% Perf Quintile vs Peer* 3.004.000.002.004.005.00
% Dividends 0.020.220.200.190.120.07
% Yield 0.071.571.481.681.130.55
Capital Gains ($) 0.000.961.130.000.000.00
Expense Ratio 0.000.640.791.091.121.12

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