ALPS Companies By Bonds Weight
LargestBiggest EarnersMost ProfitableMost LiquidHighly LeveragedTop DividendsCapital-HeavyHighest ValuationLargest Workforce
Bond Positions Weight
| Bond Positions Weight | Efficiency | Market Risk | Exp Return | ||||
|---|---|---|---|---|---|---|---|
| 1 | SMCRX | ALPSSmith Credit Opportunities | 0.16 | 0.18 | 0.03 | ||
| 2 | ALPBX | ALPSSmith Balanced Opportunity | (0.03) | 0.64 | (0.02) | ||
| 3 | SMCVX | ALPSSmith Credit Opportunities | 0.16 | 0.19 | 0.03 | ||
| 4 | SMCAX | DEUTSCHE MID CAP | 0.11 | 0.20 | 0.02 | ||
| 5 | ALCBX | ALPSSmith Balanced Opportunity | (0.04) | 0.64 | (0.02) | ||
| 6 | ALIBX | ALPSSmith Balanced Opportunity | (0.03) | 0.64 | (0.02) | ||
| 7 | INDSX | Financial Investors Trust | (0.13) | 0.93 | (0.12) | ||
| 8 | BHIMX | ALPS Series Trust | (0.01) | 0.31 | 0.00 | ||
| 9 | BHIIX | Brigade High Income | (0.01) | 0.31 | 0.00 |
The analysis above is based on a 90-day investment horizon and a default level of risk. Use the Portfolio Analyzer to fine-tune all your assumptions. Check your current assumptions here.
Percentage of fund asset invested in fixed income securities. About 30% of U.S. mutual funds invest in bonds.Funds that have over 60% of asset value invested in bonds or or other fixed income securities would usually attract conservative investors.