ALPS Mutual Funds List
Here you can find all mutual funds issued by ALPS and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.
- Number of Funds
- 9
- Avg. Expense Ratio
- 1.12%
- Avg. 1 Year Return
- 8.75%
- Avg. 5 Year Return
- 4.41%
- Median Risk/Return Score
- 56 / 100
ALPS Mutual Funds List
9 results
| Symbol | Full Name | Category | Inception | Expense Ratio | YTD Return | 10Y Return (Annualized) | Dividend Yield | Risk / Return Rank | Max. Drawdown | Sharpe Ratio | Sortino Ratio | Omega Ratio | Martin Ratio | Calmar Ratio | Ulcer Index |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ALPS/Smith Balanced Opportunity Fund | Diversified Portfolio | Sep 14, 2020 | 1.12% | 7.67% | — | 8.45% | 68 | ||||||||
| ALPS/Red Rocks Global Opportunity Portfolio | Global Equities | Oct 23, 2014 | 1.45% | -7.75% | 8.48% | 9.22% | 1 | ||||||||
| ALPS/Kotak India ESG Fund | Asia Pacific Equities | Feb 13, 2011 | 1.33% | -14.02% | 6.92% | 6.54% | 0 | ||||||||
| ALPS/CoreCommodity Management CompleteCommoditiesS... | Commodities | Jun 28, 2010 | 1.36% | 23.83% | 8.43% | 7.11% | 93 | ||||||||
| ALPS/Red Rocks Global Opportunity Fund | Global Equities | Dec 30, 2007 | 1.46% | -6.15% | 9.18% | 16.38% | 2 | ||||||||
| RiverFront Asset Allocation Growth & Income | Diversified Portfolio | Aug 1, 2010 | 0.25% | 7.62% | 7.08% | 5.79% | 70 | ||||||||
| ALPS/Smith Credit Opportunities Fund | Multisector Bonds | Sep 14, 2020 | 1.17% | 0.97% | — | 4.98% | 44 | ||||||||
| ALPS/Smith Short Duration Bond Fund | Short-Term Bond | Jun 29, 2018 | 0.93% | 0.65% | — | 3.87% | 88 | ||||||||
| ALPS/Smith Total Return Bond Fund | Intermediate Core-Plus Bond | Jun 29, 2018 | 0.99% | — | — | 0.36% | — |
Explore top ALPS Mutual Fund Categories and Asset Classes
Risk vs. Return Scatterplot
The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.
Loading charts...
5 Years
Best ALPS Mutual funds by Risk/Return Score
The top ALPS Mutual funds by PortfoliosLab Risk/Return Score are JCRAX (93) and SMRSX (88).
The score measures risk-adjusted performance over the past year, accounting for volatility, drawdown, and return consistency.
| Symbol | Name | Risk / Return Rank | AUM | Inception |
|---|---|---|---|---|
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 93 | 16.45M | Jun 2010 | |
| ALPS/Smith Short Duration Bond Fund | 88 | 630.45M | Jun 2018 | |
| RiverFront Asset Allocation Growth & Income | 70 | — | Aug 2010 | |
| ALPS/Smith Balanced Opportunity Fund | 68 | — | Sep 2020 | |
| ALPS/Smith Credit Opportunities Fund | 44 | — | Sep 2020 |
Best-Performing ALPS Mutual funds Over 5 Years
The top ALPS Mutual funds is JCRAX (11.47%).
Across the lineup, ALPS Mutual funds show an average 1-year return of 8.75% and an average 5-year return of 4.41%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 11.47% | 16.45M | Jun 2010 | |
| ALPS/Smith Balanced Opportunity Fund | 7.46% | — | Sep 2020 | |
| RiverFront Asset Allocation Growth & Income | 6.18% | — | Aug 2010 | |
| ALPS/Red Rocks Global Opportunity Fund | 2.49% | 9.31M | Dec 2007 | |
| ALPS/Red Rocks Global Opportunity Portfolio | 2.32% | — | Oct 2014 |
Lowest-Cost ALPS Mutual funds
The top ALPS Mutual funds is RLIIX (0.25%).
With an average expense ratio of 1.12%, ALPS Mutual funds remain a low-cost option for investors seeking broad market exposure, sector allocations, and diversified portfolio building blocks.
| Symbol | Name | Expense Ratio | AUM | Inception |
|---|---|---|---|---|
| RiverFront Asset Allocation Growth & Income | 0.25% | — | Aug 2010 | |
| ALPS/Smith Short Duration Bond Fund | 0.93% | 630.45M | Jun 2018 | |
| ALPS/Smith Total Return Bond Fund | 0.99% | 3.25B | Jun 2018 | |
| ALPS/Smith Balanced Opportunity Fund | 1.12% | — | Sep 2020 | |
| ALPS/Smith Credit Opportunities Fund | 1.17% | — | Sep 2020 |
Highest-Yield ALPS Mutual funds
The top ALPS Mutual funds is LPEFX (16.38%).
Across the lineup, ALPS Mutual funds show an average dividend yield of 6.97%, offering investors a steady stream of income through regular dividend payments, making them attractive for income-seeking portfolios.
| Symbol | Name | Dividend Yield | AUM | Inception |
|---|---|---|---|---|
| ALPS/Red Rocks Global Opportunity Fund | 16.38% | 9.31M | Dec 2007 | |
| ALPS/Red Rocks Global Opportunity Portfolio | 9.22% | — | Oct 2014 | |
| ALPS/Smith Balanced Opportunity Fund | 8.45% | — | Sep 2020 | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 7.11% | 16.45M | Jun 2010 | |
| ALPS/Kotak India ESG Fund | 6.54% | 4.59M | Feb 2011 |
Top Mutual funds Issuers
Fidelity · 977 Mutual fundsBlackRock · 360 Mutual fundsVanguard · 292 Mutual fundsT. Rowe Price · 223 Mutual fundsFranklin Templeton · 174 Mutual fundsAmerican Funds · 153 Mutual fundsJPMorgan · 124 Mutual fundsPIMCO · 123 Mutual fundsInvesco · 122 Mutual fundsMFS · 112 Mutual fundsNuveen · 108 Mutual fundsJohn Hancock · 101 Mutual fundsDimensional · 100 Mutual fundsColumbia · 99 Mutual fundsEaton Vance · 98 Mutual fundsVoya · 98 Mutual fundsAmerican Century · 89 Mutual fundsPGIM · 82 Mutual fundsVictory · 79 Mutual fundsGoldman Sachs · 78 Mutual fundsFederated · 68 Mutual fundsHartford · 68 Mutual fundsTIAA Investments · 66 Mutual fundsPrincipal · 65 Mutual fundsCharles Schwab · 63 Mutual fundsJanus Henderson · 62 Mutual fundsVirtus · 59 Mutual fundsProFunds · 58 Mutual fundsSEI · 56 Mutual fundsPutnam · 55 Mutual funds
Top Mutual funds Comparisons
Compare the top Mutual funds symbols based on PortfoliosLab usage data.
INDAX vs. INDFINDAX vs. FRIN.LINDAX vs. FLININDAX vs. ^GSPCINDAX vs. SPYRLIIX vs. IIPRRLIIX vs. FFNOXRLIIX vs. AVEFXRLIIX vs. CONWXRLIIX vs. CSTAXLPEFX vs. PSPLPEFX vs. FGIAXLPEFX vs. CSUAXLPEFX vs. CAEIXLPEFX vs. VMNVXJCRAX vs. PCLPXJCRAX vs. BCSKXJCRAX vs. BRCAXJCRAX vs. FYHTXJCRAX vs. FFGCXSMTRX vs. AMFIXSMTRX vs. ARINXSMTRX vs. BCOIXSMTRX vs. LCTRXSMTRX vs. TIBDXALIBX vs. SMTHALIBX vs. FRGAXALIBX vs. SICIXALIBX vs. CONWXALIBX vs. AVEFXAVPEX vs. CAEIXAVPEX vs. LVAFXAVPEX vs. FGIAXAVPEX vs. GAOAXAVPEX vs. PRAFXSMRSX vs. DLDFXSMRSX vs. DBLSXSMRSX vs. CMFIXSMRSX vs. DHEIXSMRSX vs. SWSBXSMCVX vs. ANGLXSMCVX vs. ETSIXSMCVX vs. AXSIXSMCVX vs. JMSIXSMCVX vs. ECSIX