RLGAX Mutual Fund

RLGAX Mutual Fund (ALPS Asset Allocation Growth & Income Investor Class) is managed by ALPS Advisors with $8.7M in net assets. RLGAX expense ratio is 0.80%, holding 15 positions across sectors including Financials. Inception date: 2010-08-02.

RLGAX performance shows a YTD return of 8.06%. The 1-year return is 16.44% and the 5-year return is 6.58%. RLGAX dividend yield stands at 5.89%, 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%). Go to all RLGAX holdings, RLGAX sectors, or RLGAX dividends.

RLGAX can be compared against other funds. Use RLGAX overlap to find shared positions, or RLGAX vs another fund for a side-by-side view. RLGAX alternatives are available via the screener, along with tax-loss harvesting opportunities.