ALPS/Smith Balanced Opportunity Fund (ALIBX) Alternatives
ALPS/Smith Balanced Opportunity Fund (ALIBX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with ALIBX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to ALIBX
ALIBX charges 1.12% annually. Among mutual funds in the Diversified Portfolio category, these options have the lowest expense ratios among ALIBX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | Jan 1, 2022 | ALIBX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | Sep 12, 2017 | ALIBX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | Dec 8, 2011 | ALIBX vs TSAIX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | Feb 9, 2022 | ALIBX vs FYMIX | |
| Baron WealthBuilder Fund | 0.05% | Dec 28, 2017 | ALIBX vs BWBIX |
Best Risk-Adjusted Alternatives to ALIBX
Among mutual funds in the Diversified Portfolio category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | Nov 16, 2003 | ALIBX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | Dec 24, 2002 | ALIBX vs TIBIX | |
| Chartwell Income Fund | 96 | Sep 2, 1987 | ALIBX vs BERIX | |
| Nuveen Flexible Income Fund | 95 | Dec 8, 2009 | ALIBX vs NWQIX | |
| Pioneer Multi-Asset Income Fund A | 93 | Dec 22, 2011 | ALIBX vs PMAIX |
Top Performing ALIBX Alternatives (YTD)
ALIBX alternatives from the Diversified Portfolio category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| SEI Institutional Managed Trust Multi-Asset Inflat... | 9.34% | Apr 8, 2012 | ALIBX vs SIFAX | |
| PGIM Real Assets Fund | 9.23% | Dec 29, 2010 | ALIBX vs PUDZX | |
| ICON Equity Income Fund | 8.64% | May 9, 2004 | ALIBX vs IOEZX | |
| DWS RREEF Real Assets Fund - Class A | 8.59% | Jul 30, 2007 | ALIBX vs AAAAX | |
| Concorde Wealth Management Fund | 8.18% | Dec 3, 1987 | ALIBX vs CONWX |
Lowest Volatility Alternatives to ALIBX
ALIBX alternatives from the Diversified Portfolio category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.93% | Nov 16, 2003 | ALIBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.64% | Apr 8, 2012 | ALIBX vs SCLAX | |
| Ave Maria Bond Fund | 3.44% | Apr 30, 2003 | ALIBX vs AVEFX | |
| American Funds College 2027 Fund | 3.47% | Sep 13, 2012 | ALIBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 3.66% | Nov 16, 2003 | ALIBX vs SICIX |
Lowest Drawdown Alternatives to ALIBX
ALIBX alternatives from the Diversified Portfolio category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.59% | Nov 16, 2003 | ALIBX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | Apr 8, 2012 | ALIBX vs SCLAX | |
| Ave Maria Bond Fund | -2.52% | Apr 30, 2003 | ALIBX vs AVEFX | |
| American Funds College 2027 Fund | -2.72% | Sep 13, 2012 | ALIBX vs CSTAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.73% | Nov 16, 2003 | ALIBX vs SICIX |
Other Mutual Funds from ALPS
Most popular ALPS mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | 1 | -17.72% | Feb 13, 2011 | ALIBX vs INDAX | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | 95 | 20.00% | Jun 28, 2010 | ALIBX vs JCRAX | |
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | 71 | -1.75% | Aug 1, 2010 | ALIBX vs RLIIX | |
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | 1 | -17.57% | Dec 30, 2007 | ALIBX vs LPEFX | |
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | 45 | -0.57% | Jun 29, 2018 | ALIBX vs SMTRX | |
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | 1 | -17.85% | Oct 23, 2014 | ALIBX vs AVPEX | |
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | 97 | -0.08% | Jun 29, 2018 | ALIBX vs SMRSX | |
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | 48 | -1.22% | Sep 14, 2020 | ALIBX vs SMCVX |
Often Compared With ALIBX
What investors most often compare with ALIBX, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| ALPS Smith Core Plus Bond ETF | Intermediate Core-Plus Bond | 50 | -0.18% | Dec 5, 2023 | ALIBX vs SMTH | |
| Allspring Diversified Capital Builder Fund | Diversified Portfolio | 90 | 4.55% | Jan 19, 1998 | ALIBX vs EKBAX | |
| Quantified Managed Income Fund | Diversified Portfolio | 26 | -0.76% | Aug 8, 2013 | ALIBX vs QBDSX | |
| Timothy Plan Defensive Strategies Fund | Diversified Portfolio | 93 | 7.48% | Nov 3, 2009 | ALIBX vs TPDAX | |
| Kinetics The Global Fund | Diversified Portfolio | 12 | 5.17% | Dec 30, 1999 | ALIBX vs WWWEX | |
| Mutual of America Aggressive Allocation Fund | Diversified Portfolio | 44 | -3.18% | Nov 29, 2021 | ALIBX vs MAANX |
Compare ALIBX with Any Fund or Stock
Compare ALIBX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.