RLGAX Mutual Fund
RLGAX Mutual Fund
ALPS Asset Allocation Growth & Income Investor Class
RLGAX Mutual Fund Overview
RLGAX Mutual Fund (ALPS Asset Allocation Growth & Income Investor Class) is managed by ALPS Advisors with $8.5M in net assets. RLGAX expense ratio is 0.80%, holding 15 positions across sectors including Unknown, Financials. Inception date: 2010-08-02.
RLGAX performance shows a YTD return of 7.86%. The 1-year return is 17.43% and the 5-year return is 6.88%. RLGAX dividend yield stands at 5.90%, paid quarterly.
RLGAX top holdings include Riverfront Dynamic Us Flex-cap Etf (17.6%), Riverfront Dynamic Us Dividend Advantage Etf (17.1%), Riverfront Strategic Income Fund (12.7%), Ishares Core Msci Int Devel Etf (9.7%), Vanguard Total Stock Market ETF (6.8%). View all RLGAX holdings, sector breakdown, or dividend history.
RLGAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RLGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.