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 | 0.06 | 0.16 | 0.01 | ||
| 2 | ALPBX | ALPSSmith Balanced Opportunity | 0.12 | 0.48 | 0.06 | ||
| 3 | SMCVX | ALPSSmith Credit Opportunities | 0.08 | 0.16 | 0.01 | ||
| 4 | SMCAX | DEUTSCHE MID CAP | 0.09 | 0.16 | 0.01 | ||
| 5 | SMCCX | DEUTSCHE MID CAP | 0.07 | 0.18 | 0.01 | ||
| 6 | ALCBX | ALPSSmith Balanced Opportunity | 0.11 | 0.49 | 0.05 | ||
| 7 | ALIBX | ALPSSmith Balanced Opportunity | 0.13 | 0.48 | 0.06 | ||
| 8 | INDSX | Financial Investors Trust | 0.00 | 0.91 | 0.00 | ||
| 9 | BHIMX | ALPS Series Trust | 0.28 | 0.16 | 0.04 | ||
| 10 | BHIIX | Brigade High Income | 0.27 | 0.17 | 0.04 |
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.