RLGCX

About RLGCX

The ALPS Asset Allocation Growth & Income Fund Class C is a mutual fund designed to deliver a balance of long-term growth and current income by dynamically allocating assets across global equity and fixed-income markets. Its strategy focuses on a diversified mix, targeting approximately 60% in equities and 40% in fixed-income securities, which allows it to capture growth opportunities while managing risk and providing income. The fund invests primarily in exchange-traded funds (ETFs), including those managed both by affiliated and unaffiliated fund providers, reflecting a flexible, multi-manager approach. Managed by ALPS Advisers, Inc. and RiverFront Investment Group, LLC, the fund leverages the experience of a seasoned management team specializing in asset allocation and equity research. It pays distributions quarterly and has a history of competitive yield relative to its peers, with a trailing dividend yield above category averages. The fund’s performance is benchmarked against the Morningstar Global Markets Index, and its diversified approach makes it suitable for investors seeking exposure to a broad set of asset classes within a single portfolio, while emphasizing risk-adjusted returns over the long term.