RAGIX

About RAGIX

The ALPS Asset Allocation Growth & Income Fund Class A is a mutual fund designed to provide investors with a balanced approach to long-term capital growth and income. Its primary strategy involves investing in and actively adjusting allocations among a diversified selection of exchange-traded funds (ETFs), which may include both those managed by ALPS Advisors and unaffiliated funds. The fund typically targets a mix of approximately 60% equities and 40% fixed-income securities under normal market conditions, offering exposure to multiple sectors and industries across global markets. This structure allows the fund to participate in the growth potential of equities while maintaining a stabilizing allocation to fixed income, making it suitable for investors seeking a moderate risk profile. The fund is actively managed by experienced portfolio managers who oversee both asset allocation and underlying investment selection, aiming to deliver competitive risk-adjusted returns over time. Distributions are made quarterly, reflecting its focus on both income generation and capital appreciation, and its performance is benchmarked to the Morningstar Global Markets Index.