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ALPS

ALPS Parent Rating

Low

In an increasingly competitive industry, ALPS falls behind on a number of key metrics, resulting in a Low Parent Pillar rating.

Aside from the overall view, the firm's portfolio managers have worked to align their interests with investors' by taking a personal stake and investing alongside them. Almost 41% of the firm’s assets are covered by invested managers. With an average asset-weighted tenure of eight years among the longest-tenured managers at ALPS, the firm is on par with peers. Seasoned teams tend to have more experience to draw upon should they need to weather turbulent market conditions. The firm charges fees on its open-end and exchange-traded funds that are on par with category peers. On average, fund fees on its products fall in the middle quintile, giving it neither an advantage nor disadvantage compared with the competition.

ALPS Investments

Market

US Open-end ex MM ex FoF ex Feeder

Total Net Assets

5.81 Bil

Investment Flows (TTM)

−382.11 Mil

Asset Growth Rate (TTM)

−6.51%

# of Share Classes

37
Morningstar Rating # of Share Classes
2
14
11
8
0
Not Rated 2

Exchange-Traded Funds

See All ALPS ETFs

Market

US ETFs

Total Net Assets

13.94 Bil

Investment Flows (TTM)

1.66 Bil

Asset Growth Rate (TTM)

15.67%

# of Share Classes

25
Morningstar Rating # of Share Classes
2
4
5
6
2
Not Rated 6

Morningstar Mentions

Quick Definitions: Key Morningstar Terms

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