ALPS Companies By Cash Weight
LargestBiggest EarnersMost ProfitableMost LiquidHighly LeveragedTop DividendsCapital-HeavyHighest ValuationLargest Workforce
Cash Position Weight
| Cash Position Weight | Efficiency | Market Risk | Exp Return | ||||
|---|---|---|---|---|---|---|---|
| 1 | ALPBX | ALPSSmith Balanced Opportunity | (0.06) | 1.25 | (0.07) | ||
| 2 | SMCRX | ALPSSmith Credit Opportunities | 0.04 | 0.20 | 0.01 | ||
| 3 | ALCBX | ALPSSmith Balanced Opportunity | 0.11 | 0.59 | 0.06 | ||
| 4 | ALIBX | ALPSSmith Balanced Opportunity | (0.05) | 1.25 | (0.07) | ||
| 5 | SMCVX | ALPSSmith Credit Opportunities | 0.06 | 0.19 | 0.01 | ||
| 6 | SMCAX | DEUTSCHE MID CAP | 0.06 | 0.20 | 0.01 | ||
| 7 | SMCCX | DEUTSCHE MID CAP | 0.02 | 0.20 | 0.00 | ||
| 8 | INDSX | Financial Investors Trust | (0.17) | 1.87 | (0.31) | ||
| 9 | BHIMX | ALPS Series Trust | (0.01) | 0.32 | 0.00 | ||
| 10 | BHIIX | Brigade High Income | (0.01) | 0.32 | 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 cash equivalents or risk-free instruments. About 40% of all global funds carry cash on their balance sheet.Funds or ETFs that have over 40% of their value invested in low-risk instruments or cash equivalents typically attract conservative investors.