Morningstar

ALPS Asset Allocation Growth & Income Class C RLGCX

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 15.16  /  +0.53 %
  • Total Assets 75.1M
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Global Moderate Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.45%
  • Turnover 113%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:57 AM GMT+0

Morningstar’s Analysis RLGCX

Will RLGCX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLGCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RLGCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RLGCX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

ALPS Asset Allocation Growth & Inc C holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings RLGCX

More RLGCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ALPS Dynamic US Dividend Advtg ETF

19.75 15M
—

ALPS Active Equity Opportunity ETF

19.58 15M
—

ALPS Strategic Income ETF

12.46 10M
—

iShares Core MSCI Intl Dev Mkts ETF

10.14 8M
—

Vanguard MStar Total Stk Mkt ETF

6.16 5M
—

iShares Core US Aggregate Bond ETF

5.20 4M
—

ALPS International Sector Div Dogs ETF

5.09 4M
—

iShares Core S&P 500 ETF

4.33 3M
—

ALPS Electrification Infrastructure ETF

3.80 3M
—

Vanguard Mortgage-Backed Secs ETF

3.60 3M
—

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