Morningstar

ALPS Asset Allocation Growth & Income Class C RLGCX

Morningstar Medalist Rating
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Medalist Rating as of See ALPS Investment Hub
  • NAV / 1-Day Return $15.22  /  −0.39 %
  • Fund Size $75.5M
  • Adjusted Expense Ratio 1.550%
  • Net Expense Ratio 1.220%
  • Fee Level: Distribution Below Average
  • Share Class Type Level Load
  • Morningstar Category Global Moderate Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.45%
  • Turnover Ratio 113%
NAV and 1-Day Return as of

Morningstar’s Analysis RLGCX

Will RLGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RLGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RLGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Asset Allocation Growth & Inc C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RLGCX

More RLGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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