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ALPS/WMC Research Value Fund

AMWCX:US
NASDAQ GM
8.79
USD
0.04
0.45%
As of 9:29 AM EST 2/28/2017
Fund Type
Open-End Fund
52Wk Range
7.07 - 8.86
1 Yr Return
24.34%
YTD Return
5.40%
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Previous Close
8.83
52Wk Range
7.07 - 8.86
1 Yr Return
26.95%
YTD Return
5.40%
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 02/28/2017)
8.79
Total Assets (m USD) (on 02/28/2017)
100.228
Inception Date
06/30/2010
Last Dividend (on 12/14/2016)
0.25863
Dividend Indicated Gross Yield
0.03%
Fund Managers
CHERYL MCDANIEL DUCKWORTH / MARK DAVID MANDEL
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
-
12b-1 Fee
0.75%
Current Mgmt Fee
0.95%
Expense Ratio
1.90%

Top Fund Holdings

Name Position Value % of Fund
196.23 k 3.07 m 3.17
2.35 m 2.35 m 2.43
25.02 k 2.16 m 2.23
28.27 k 2.03 m 2.10
27.95 k 1.79 m 1.85
52.06 k 1.73 m 1.78
18.74 k 1.69 m 1.74
8.90 k 1.65 m 1.71
36.81 k 1.62 m 1.67
52.10 k 1.54 m 1.59
Profile
ALPS/WMC Research Value Fund is an open-end fund incorporated in the USA. The Fund's objective is long-term capital appreciation and, secondarily, dividend in come. The Fund invests primarily in common stocks believed to be undervalued by the marketplace.
Address
1290 Broadway
Denver, CO 80203
USA
Phone
1-866-759-5679