ALPS Fund Family Report
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  • Select a Fund Family
  • Performance
    08-31-19

    Total ReturnCategory Average
    Total Return-6.809.7614.24-12.089.03
    Category Average-7.749.0613.93-10.588.41
    Assets for Each Yr*1.451.351.391.311.65
    *billions

    Trailing Returns %
    08-31-19

      YTD 3 Year 5 Year    
    Fund Family 9.03 4.41 0.80

    Key Stats
    08-31-19

    Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
    $1,649 mil $2,500 6.27 93.73
    Asset Class Score % of Assets Expense Ratio % Expense Rating
    Domestic Stock 2.1 5.09 1.28 Average
    International Stock 3.5 5.95 1.49 Above Avg
    Municipal Bond -- -- -- --
    Taxable Bond 5.0 2.59 0.94 Average
    *Doesn't include money market assets.

    Top 20 US Holdings | Get Price Quotes
    09-16-19

      Sector YTD Return % % Net Assets  

    Best 5-Year Relative Performance | More
    09-16-19

    Worst 5-Year Relative Performance | More
    09-16-19

    Lowest Expenses | More
    09-16-19

    Highest Expenses | More
    09-16-19

    Longest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    ALPS/CorCmdty Mgmt C Robert B. Hyman 9.20
    ALPS/Kotak India Gro Nitin Jain 8.60
    ALPS/Red Rocks Liste Wyck Brown 2.50
    RiverFront Asset All Kevin Nicholson 2.00
    RiverFront Asset All Kevin Nicholson 2.00

    Shortest Manager Tenure | More
    09-16-19

    Fund Name   Manager Name Avg Manager Tenure  
    ALPS/Smith Short Dur Gibson Smith 0.80
    ALPS/Smith Total Ret Gibson Smith 0.80
    ALPS/WMC Research Va Mary L. Pryshlak 1.60
    Clough China I Anupam Bose 1.90
    RiverFront Asset All Kevin Nicholson 2.00