ALPS Mutual Funds
ALPS Funds List
The Morningstar Rating for Funds (commonly called the ‘star rating’) is a fund’s rating based on its risk-adjusted returns compared with its category peers. Here we highlight the funds with a 5-star overall rating.
1 to 3 of 3 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 I | LPEIX | Global Small/Mid Stock | 17.25% | 1 | 2.240% | High | Institutional | $100,000 | ||
ALPS Global Opportunity Inv | LPEFX | Global Small/Mid Stock | 16.95% | 4 | 2.640% | High | No Load | $2,500 | ||
ALPS/Smith Short Duration Bond I | SMDSX | Short-Term Bond | 4.36% | 67 | 0.490% | Above Average | Institutional | $100,000 |
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
Category
Morningstar Rating™ for Funds
Percentile Rank