Morningstar

ALPS Mutual Funds

View all of ALPS’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

ALPS Mutual Funds List

1 to 25 of 41 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Portfolio ESG Risk Rating
Total Return
YTD
Total Return Rank in Category (Day End)
YTD, Day End
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
ALPS Balanced Opportunity Fund Class IALPBXModerate Allocation
9.76%140.850%Above AverageInstitutional$100,000
Morningstar Growth ETF Asset Allocation Portfolio Class I—Global Moderately Aggressive Allocation
11.09%190.570%Below AverageNo Load$0
ALPS Asset Allocation Growth & Income Class IRLIIXGlobal Moderate Allocation
9.36%270.550%LowInstitutional$100,000
Morningstar Aggressive Growth ETF Asset Allocation Portfolio Class I—Global Aggressive Allocation
13.36%90.600%Below AverageNo Load$0
ALPS/Smith Short Duration Bond Fund Class ISMDSXShort-Term Bond
1.19%370.490%Above AverageInstitutional$100,000
ALPS Balanced Opportunity Fund Class CALCBXModerate Allocation
9.73%151.850%Above AverageLevel Load$2,500
ALPS Balanced Opportunity Fund Class AALABXModerate Allocation
9.67%151.150%Above AverageFront Load$2,500
ALPS Asset Allocation Growth & Income Class ARAGIXGlobal Moderate Allocation
9.13%290.800%LowFront Load$2,500
ALPS Balanced Opportunity Fund Investor ClassALIBXModerate Allocation
9.71%151.150%HighNo Load$2,500
ALPS Global Opportunity Portfolio Class I—Global Small/Mid Stock
−9.31%1001.410%Above AverageNo Load$0
ALPS Asset Allocation Growth & Income Class InvestorRLGAXGlobal Moderate Allocation
9.12%290.800%AverageNo Load$2,500
ALPS Asset Allocation Growth & Income Class CRLGCXGlobal Moderate Allocation
8.45%371.550%Below AverageLevel Load$2,500
ALPS Global Opportunity Fund Class RLPERXGlobal Small/Mid Stock
−8.36%992.120%HighRetirement, Medium$0
ALPS/Smith Short Duration Bond Fund Investor SharesSMRSXShort-Term Bond
0.86%570.790%HighNo Load$2,500
ALPS/Smith Short Duration Bond Fund Class ASMASXShort-Term Bond
1.01%490.790%HighFront Load$2,500
ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Class InvestorJCRAXCommodities Broad Basket
24.69%821.420%HighNo Load$2,500
Kotak India Equity Fund Class IINDIXIndia Equity
−14.09%780.930%Below AverageInstitutional$100,000
Morningstar Income & Growth ETF Asset Allocation Portfolio Class I—Moderately Conservative Allocation
5.11%420.590%Below AverageNo Load$0
ALPS Global Opportunity Fund Class ILPEIXGlobal Small/Mid Stock
−8.14%981.620%HighInstitutional$100,000
ALPS/CoreCommodity Management CompleteCommodities Strategy Fund Class IJCRIXCommodities Broad Basket
24.91%761.150%HighInstitutional$100,000
Kotak India Equity Fund Class IIINDSXIndia Equity
−13.93%730.750%LowInstitutional$10M
Morningstar Balanced ETF Asset Allocation Portfolio Class I—Global Moderate Allocation
8.05%440.590%Below AverageNo Load$0
ALPS/Smith Total Return Bond Fund Class ISMTHXIntermediate Core-Plus Bond
−1.07%510.590%HighInstitutional$100,000
ALPS/Smith Total Return Bond Fund Class ASMAMXIntermediate Core-Plus Bond
−1.35%730.890%HighFront Load$2,500
ALPS/Smith Total Return Bond Fund Investor SharesSMTRXIntermediate Core-Plus Bond
−1.40%750.890%HighNo Load$2,500

ALPS Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

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