ALPBX – ALPS Balanced Opportunity I Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital growth, consistent with preservation of capital and balanced by current income. The fund pursues its investment objective by normally investing 60% of its assets in equity securities and 40% of its assets in fixed-income securities and cash equivalents. Equity securities in which the fund may invest include common stocks and preferred stocks. Its fixed-income investments may reflect a broad range of credit qualities and may include corporate debt securities, U.S. government obligations, agency mortgage-backed securities, asset-backed securities, and bank loans.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
ALIBX	ALPS Balanced Opportunity Fund Investor Class	No Load	Open			Sep 15, 2020	$768,399.00	1.150%	High	$2,500	−$53,945.46
ALPBX	ALPS Balanced Opportunity Fund Class I	Institutional	Open			Sep 15, 2020	$9.38M	0.850%	Above Average	$100,000	$327,258.39
ALABX	ALPS Balanced Opportunity Fund Class A	Front Load	Open			Sep 15, 2020	$4.12M	1.150%	Above Average	$2,500	$450,302.65
ALCBX	ALPS Balanced Opportunity Fund Class C	Level Load	Open			Sep 15, 2020	$676,453.00	1.850%	Above Average	$2,500	−$50,958.63

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