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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

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 4.43 51
3 months 4.46 58
6 months 11.01 32
1 Year 15.61 62
3 Year 15.46 51
5 Year 8.47 85
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 13.08
5 Year 8.16
10 Year NA
Since Inception 9.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -1.61 5.39 5.37 3.49
2024 7.30 1.86 5.80 -0.37
2023 5.47 4.16 -3.00 9.48
2022 -4.32 -13.65 -2.56 4.47
2021 5.55 4.28 -0.46 5.72

Annual Return

202620252024202320222021
% Total Return 4.4313.0815.2116.67-15.9115.83
% Total Return Rel to Index 1.73-5.13-9.80-9.572.28-12.84
% Total Return Rel to Peer 0.28-1.97-0.621.39-5.12-8.50
% Perf Quintile vs Peer* 3.004.000.002.004.005.00
% Dividends 0.020.210.240.220.150.10
% Yield 0.071.531.731.631.410.80
Capital Gains ($) 0.000.961.130.000.000.00
Expense Ratio 0.000.660.850.850.850.85

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