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
- 6.43%
- Avg. 5 Year Return
- 4.00%
- Median Risk/Return Score
- 54 / 100
ALPS Mutual Funds List
9 results
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.
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5 Years
Best ALPS Mutual funds by Risk/Return Score
The top ALPS Mutual funds by PortfoliosLab Risk/Return Score are SMRSX (90) and JCRAX (82).
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/Smith Short Duration Bond Fund | 90 | 630.45M | Jun 2018 | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 82 | 16.45M | Jun 2010 | |
| RiverFront Asset Allocation Growth & Income | 76 | — | Aug 2010 | |
| ALPS/Smith Balanced Opportunity Fund | 66 | — | Sep 2020 | |
| ALPS/Smith Credit Opportunities Fund | 43 | — | Sep 2020 |
Best-Performing ALPS Mutual funds Over 5 Years
The top ALPS Mutual funds is JCRAX (10.66%).
Across the lineup, ALPS Mutual funds show an average 1-year return of 6.43% and an average 5-year return of 4.00%, providing a clearer view of performance across different investment horizons.
| Symbol | Name | Return 5Y | AUM | Inception |
|---|---|---|---|---|
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 10.66% | 16.45M | Jun 2010 | |
| ALPS/Smith Balanced Opportunity Fund | 6.98% | — | Sep 2020 | |
| RiverFront Asset Allocation Growth & Income | 5.75% | — | Aug 2010 | |
| ALPS/Kotak India ESG Fund | 2.40% | 4.59M | Feb 2011 | |
| ALPS/Smith Short Duration Bond Fund | 2.21% | 630.45M | Jun 2018 |
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 (16.23%).
Across the lineup, ALPS Mutual funds show an average dividend yield of 6.99%, 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 | 16.23% | 9.31M | Dec 2007 | |
| ALPS/Red Rocks Global Opportunity Portfolio | 9.09% | — | Oct 2014 | |
| ALPS/Smith Balanced Opportunity Fund | 8.43% | — | Sep 2020 | |
| ALPS/CoreCommodity Management CompleteCommoditiesS... | 7.41% | 16.45M | Jun 2010 | |
| ALPS/Kotak India ESG Fund | 6.19% | 4.59M | Feb 2011 |
Top Mutual funds Issuers
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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. CONWXRLIIX vs. CSTAXRLIIX vs. AVEFXJCRAX vs. PCLPXJCRAX vs. BCSKXJCRAX vs. BRCAXJCRAX vs. FFGCXJCRAX vs. FYHTXALIBX vs. SMTHALIBX vs. FRGAXALIBX vs. WWWEXALIBX vs. CONWXALIBX vs. SICIXLPEFX vs. PSPLPEFX vs. FGIAXLPEFX vs. CSUAXLPEFX vs. CAEIXLPEFX vs. GQFPXSMTRX vs. AMFIXSMTRX vs. ARINXSMTRX vs. BCOIXSMTRX vs. TIBDXSMTRX vs. LCTRXAVPEX vs. CAEIXAVPEX vs. PRAFXAVPEX vs. GAOAXAVPEX vs. LVAFXAVPEX vs. FGIAXSMCVX vs. ETSIXSMCVX vs. ANGLXSMCVX vs. ECSIXSMCVX vs. NWXEXSMCVX vs. AXSIXSMRSX vs. DBLSXSMRSX vs. CMFIXSMRSX vs. DLDFXSMRSX vs. VISTXSMRSX vs. DHEIX