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Alps Balanced Opportunity Fund I Class I: (MF: ALPBX)

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

$12.56 USD

+0.01 (0.08%)

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

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Zacks Premium Research for ALPBX

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Strong Sell 5
MF Report

Load Information

Ticker Max
Load %		 Deferred
Load %		 Red.
Fee %		 12B-1
Fee %		 Mgmt
Fee %		 Expense
Ratio %
ALPS Balanced Opportunity I ALPBX NA NA 0.00 0.00 0.70 0.66

Return Data

Ticker Nav Inception Date % yield 1 year return 2 year return 3 year return
Alabama Tax Free Bond ALABX 12.87 9/15/2020 1.51 15.81 15.45 8.34
AllianceBernstein Muni Inc CA B ALCBX 11.22 9/15/2020 1.27 15.28 14.60 7.56

Investment Information

Ticker Minimum Initial Investment ($) Minimum Subsequent Investment ($) Minimum Initial IRA ($) Dividend Frequency
ALPS Balanced Opportunity I ALPBX 100000 0 0 A

Contact Information

Family Alps Funds
Address 1290 Broadway, Ste. 1100
Denver, CO 80203
Phone 866 759-5679