Top 21 ALPS Funds

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ALPS Funds

  • Net Assets
  • $2.33 B
  • Oldest Fund Launched In
  • 1971
  • # of Funds | Share Classes
  • 21 | 60
  • AVG Manager Tenure
  • 4.6 years
  • Expense range
  • 0.5% to 7.5% AVG: 1.8%
  • % of no load funds
  • 43%

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Overview

This is a list of ALPS Funds with some key metrics, such as their net assets under management (in millions), 1-year return, 1-year return rank in primary category, expense ratio, and primary manager tenure. The lower the 1-year return rank in the primary category the better.

Short-Term Returns

In this table you will find short term historical return data, including 1-year returns and 3-year returns on ALPS Funds. The table also includes the 1-year and 3-year returns ranks. The lower the rank percentage the better.

Long-Term Returns

This table presents long term historical returns data for ALPS Funds. Long term includes 5-year and 10-year returns. The table also includes the 5-year and 10-year returns ranks. The lower the rank percentage the better.

Expenses

This list includes all management costs and other fee information for ALPS Funds.

Dividend

This page includes relevant dividend information on ALPS Funds.

Managers

The table below illustrates valuable information regarding the primary fund manager for ALPS Funds. You can use this table to compare the performance of the funds with the tenure of each manager. The manager with the longest tenure in each fund is considered the primary manager.

Minimums

This list includes the retirement (IRA) and standard minimum amounts required to invest in ALPS Funds.

Asset Allocation

This list includes asset allocation proportions of the underlying holdings for ALPS Funds.

Fund Name Share Class & Symbol Primary Category Net Assets ($M USD) 1 Year Return 1 Year Rank in Primary Category Exp Ratio Primary Manager Tenure (yrs)
ALPS/CoreCommodity Management CompleteCommoditiesSM Strategy Fund Inst (JCRIX) Commodity $549.06 -5.24% 56.88% 1.29% 9.43
ALPS/Smith Total Return Bond Fund Inv (SMTRX) U.S. Investment-Grade Bond $477.99 7.98% 14.08% 2.97% 1.42
Ibbotson Balanced ETF Asset Allocation Portfolio Other (BETFX) Moderate Strategies $218.95 0.09% 100.00% 0.76% 6.68
Ibbotson Growth ETF Asset Allocation Other (GETFX) Aggressive Strategy $196.53 0.89% 100.00% 0.77% 6.68
ALPS/Red Rocks Listed Private Equity Fund Inst (LPEIX) Mid-Cap Equity $195.05 24.16% 3.60% 1.15% 2.67
Ibbotson Income and Growth ETF Asset Allocation Portfolio Other (IETFX) Conservative Strategy $114.50 3.84% 100.00% 0.77% 6.68
ALPS/WMC Research Value Fund A (AMWYX) U.S. Large-Cap Blend Equity $87.45 6.61% 77.17% 1.53% 1.83
RiverFront Asset Allocation Growth & Income Inst (RLIIX) Developed Market $81.86 -5.65% 99.18% 0.53% 4.76
Ibbotson Aggressive Growth ETF Asset Allocation Portfolio Other (AGTFX) Aggressive Strategy $68.89 3.64% 50.00% 0.82% 6.68
RiverFront Asset Allocation Moderate Inst (RMIIX) North America $61.74 -6.19% 96.84% 0.56% 4.76
ALPS/Smith Short Duration Bond Fund Inv (SMRSX) U.S. Investment-Grade Bond $52.47 2.40% 84.21% 2.79% 1.42
Ibbotson Conservative ETF Asset Allocation Portfolio Other (CETFX) Conservative Strategy $39.33 4.61% 50.00% 0.85% 6.68
Clough China Fund Inst (CHNIX) China Equity $36.89 -0.27% 68.52% 1.86% 2.08
RiverFront Asset Allocation Aggressive Inv (RLTSX) World Large-Cap Equity $34.56 -15.05% 99.55% 0.91% 4.76
ALPS/Red Rocks Listed Private Equity Portfolio C (AVPEX) Mid-Cap Equity $32.08 22.07% 8.63% 1.67% 2.67
ALPS/Kotak India Growth Inst (INDIX) India Equity $28.54 11.16% 5.88% 2.48% 8.8
RiverFront Asset Allocation Growth Inst (RMGIX) World Large-Cap Equity $19.97 -14.47% 98.87% 0.62% 4.51
ALPS/Stadion Core ETF Portfolio C (ALSTX) Tactical Allocation $17.17 -3.99% 90.00% 1.29% 5.42
RiverFront Asset Allocation Income & Growth Inst (RCIBX) Fund of Funds $8.24 -0.96% 84.39% 0.88% 4.51
ALPS/Stadion Tactical Growth Portfolio C (ALSGX) Tactical Allocation $5.36 -15.73% 96.88% 1.92% 4.42
Fund Name YTD YTD Rank in Primary Category 1 Year Return 1 Year Rank in Primary Category 3 Year Return 3 Year Rank in Primary Category
Fund Name 5 Year Return 5 Year Rank in Primary Category 10 Year Return 10 Year Rank in Primary Category Inception Date
Fund Name Exp Ratio Management Fee 12b-1 Admin Fee Front Load Deferred Load Max Redemption Fee Turnover
Fund Name Div Yield Last Dividend Date Last Dividend Amount Dividend Frequency Net Income Ratio
Fund Name YTD Primary Manager Start Date Primary Manager Tenure (yrs) Tenure Rank
Fund Name IRA Minimum Standard Minimum
Fund Name Stocks Bonds Convertible Bonds Preferred Stocks Cash

ALPS is a company that sells mutual funds with $2,327M in assets under management. The average expense ratio from all mutual funds is 1.77%. 43.33% of all the mutual funds are no load funds. The oldest fund launched was in 1971. The average manager tenure for all managers at ALPS is 4.65 years. The company offers investors 21 mutual funds, in terms of the number of individual fund symbols.


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