ALPS Asset Allocation Growth & IncomeRLIIX

MUTUAL FUNDAlps
Type
Mutual fund
Peer group
Allocation
Net assets
$76.8M
Expense ratio
0.55%
1-year return
+23.2%
3 years, a year
+13.6%
5 years, a year
+7.2%
Holdings
15

What it aims to do.

The Fund seeks to achieve long-term growth and income.

Top 10 holdings.

Holding% of fund
Alps Active Equity Opportunity Etf17.55%
Alps Dynamic Us Dividend Advantage Etf17.08%
Riverfront Strategic Income Fund12.69%
Ishares Core Msci International Developed Markets Etf9.73%
Vanguard Total Stock Market Etf6.77%
Ishares Core U.s. Aggregate Bond Etf5.83%
Alps Electrification Infrastructure Etf5.65%
Alps International Sector Dividend Dogs Etf5.49%
Vanguard Mortgage-backed Securities Etf4.20%
Ishares Core S&p 500 Etf4.08%

More on RLIIX.

Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.