Morningstar

ALPS Mutual Funds

View all of ALPS’s mutual funds and start searching for your next investment. Below are pre-screened investment lists to kickstart the process. All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.

ALPS Funds List

Share Class Type

1 to 25 of 37 Results

Name
Ticker
Morningstar Category
Morningstar Rating for Funds
Overall
Morningstar Sustainability Rating
Total Return
YTD
Total Return Rank in Category
YTD
Adjusted Expense Ratio
Fee Level
Distribution
Share Class Type
Minimum Initial Investment
ALPS Global Opportunity ILPEIXGlobal Small/Mid Stock17.25%12.240%HighInstitutional$100,000
ALPS Global Opportunity InvLPEFXGlobal Small/Mid Stock16.95%42.640%HighNo Load$2,500
ALPS/Smith Short Duration Bond ISMDSXShort-Term Bond4.36%670.490%Above AverageInstitutional$100,000
ALPS Global Opportunity ALPFAXGlobal Small/Mid Stock16.90%42.640%HighFront Load$2,500
ALPS Global Opportunity CLPFCXGlobal Small/Mid Stock16.37%53.240%HighLevel Load$2,500
ALPS Global Opportunity IIIAVPEXGlobal Small/Mid Stock17.20%42.410%HighNo Load$0
ALPS Global Opportunity RLPERXGlobal Small/Mid Stock16.88%52.740%HighRetirement, Medium$0
ALPS/Smith Balanced Opportunity AALABXModerate Allocation14.97%111.160%Above AverageFront Load$2,500
ALPS/Smith Balanced Opportunity IALPBXModerate Allocation15.21%90.860%Above AverageInstitutional$100,000
ALPS/Smith Balanced Opportunity InvALIBXModerate Allocation15.07%111.160%HighNo Load$2,500
ALPS/Smith Short Duration Bond ASMASXShort-Term Bond4.15%760.790%Above AverageFront Load$2,500
ALPS/Smith Short Duration Bond InvestorSMRSXShort-Term Bond4.13%760.790%HighNo Load$2,500
ALPS/Smith Total Return Bond ASMAMXIntermediate Core-Plus Bond3.90%680.890%HighFront Load$2,500
ALPS/Smith Total Return Bond ISMTHXIntermediate Core-Plus Bond4.23%530.590%HighInstitutional$100,000
ALPS/Smith Total Return Bond InvestorSMTRXIntermediate Core-Plus Bond3.99%660.890%HighNo Load$2,500
ALPS/CorCmdty Mgmt CmpltCmdty Stra AJCCSXCommodities Broad Basket6.42%831.410%HighFront Load$2,500
ALPS/CorCmdty Mgmt CmpltCmdty Strat IJCRIXCommodities Broad Basket6.59%811.150%HighInstitutional$100,000
ALPS/CorCmdty Mgmt CmpltCmdty Strat InvJCRAXCommodities Broad Basket6.44%821.410%HighNo Load$2,500
ALPS/Kotak India ESG AINAAXIndia Equity16.17%891.280%Below AverageFront Load$2,500
ALPS/Kotak India ESG IINDIXIndia Equity16.43%841.000%AverageInstitutional$100,000
ALPS/Kotak India ESG InvINDAXIndia Equity16.20%861.400%HighNo Load$2,500
ALPS/Smith Balanced Opportunity CALCBXModerate Allocation14.34%181.860%Above AverageLevel Load$2,500
ALPS/Smith Credit Opportunities ISMCRXMultisector Bond5.95%590.900%HighInstitutional$100,000
ALPS/Smith Short Duration Bond CSMCMXShort-Term Bond3.50%981.490%Above AverageLevel Load$2,500
ALPS/Smith Total Return Bond CSMCHXIntermediate Core-Plus Bond3.45%861.590%HighLevel Load$2,500

ALPS Funds - Default List Criteria

This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.

Quick Definitions: Key Morningstar Terms

  • Morningstar Medalist Rating for Funds

    The Morningstar Medalist Rating for funds is a five-tier system used to assess a fund's ability to outperform its Morningstar Category index after fees.

  • Category

    A category is a way to group investments based on similar risk, return, and behavior profiles.

  • Morningstar Rating™ for Funds

    The Morningstar Rating for Funds, often referred to as the Star Rating, measures a fund’s past performance compared to similar funds on a risk-adjusted basis.

  • Percentile Rank

    Percentile rank is how an investment’s return, risk, or other metric compares with other investments in its Morningstar Category.

Sponsor Center