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ALPS/WMC Research Value Fund

AMWCX:US
NASDAQ GM
8.99
USD
0.00
0.00%
As of 10/17/2017
Fund Type
Open-End Fund
52Wk Range
7.68 - 9.06
1 Yr Return
13.89%
YTD Return
7.79%
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Previous Close
8.99
52Wk Range
7.68 - 9.06
1 Yr Return
14.73%
YTD Return
7.79%
Fund Type
Open-End Fund
Objective
Value Large Cap
Asset Class Focus
Equity
Geographic Focus
U.S.
NAV (on 10/17/2017)
8.99
Total Assets (m USD) (on 10/17/2017)
93.763
Inception Date
06/30/2010
Last Dividend (on 12/14/2016)
0.00306
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
174.00 k 4.22 m 4.43
18.35 k 2.29 m 2.40
34.17 k 2.29 m 2.40
22.38 k 1.99 m 2.08
18.83 k 1.96 m 2.06
43.16 k 1.80 m 1.89
11.37 k 1.59 m 1.67
57.88 k 1.56 m 1.64
82.12 k 1.54 m 1.62
38.39 k 1.49 m 1.57
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