RLGAX – ALPS Asset Allocation Growth & Inc Inv Investment Strategy | Morningstar

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Strategy

The investment seeks to achieve long-term growth and income. The adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to consist of ETFs advised by the adviser as well as unaffiliated ETFs. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 60% to equities and 40% to fixed-income securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
RLGAX	ALPS Asset Allocation Growth & Income Class Investor	No Load	Open			Aug 2, 2010	$8.38M	0.800%	Average	$2,500	−$840,778.08
RLIIX	ALPS Asset Allocation Growth & Income Class I	Institutional	Open			Aug 2, 2010	$43.93M	0.550%	Low	$100,000	−$2.86M
RAGIX	ALPS Asset Allocation Growth & Income Class A	Front Load	Open			Jun 12, 2018	$21.17M	0.800%	Low	$2,500	−$2.26M
RLGCX	ALPS Asset Allocation Growth & Income Class C	Level Load	Open			Aug 2, 2010	$1.96M	1.550%	Below Average	$2,500	−$2.13M

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