ALPS Asset Allocation Growth & Income - Investor Class (RLGAX) Research

The fund's strategy entails both deliberate investment and flexible adjustments to its holdings in exchange-traded funds (ETFs). Under typical market conditions, these ETFs are expected to include a combination of those sub-advised by RiverFront and those from unaffiliated providers. The fund also targets, generally, an underlying asset distribution of 60% in equities and 40% in fixed-income securities.

Market snapshot

Symbol
RLGAX
Price
$15.98
Day change
+0.44%
Market cap
$76.8M
52-week range
14.15-16.09
Sector
Financial Services
Industry
Asset Management - Income

Peer companies

  • Ariel Focus Investor (ARFFX)
  • Aberdeen Global High Income Fund Class A (BJBHX)
  • Hennessy Midstream Fund Investor Class (HMSFX)
  • AMG Frontier Small Cap Growth Fund - Class N (MSSVX)
  • PCM Fund Inc. (PCM)
  • SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F (SEMCX)
  • SEI Institutional Managed Trust Mid-Cap Fund (SFDYX)
  • SEI Insti Managed Tr, Mid Cap Fund Class I (SIPIX)

Open ALPS Asset Allocation Growth & Income - Investor Class (RLGAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.