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ALPS | WMC Value Intersection C (AMWCX)

12.26 0.00(0.00%) Jul 11
Prev Close:12.26
YTD Return*:6.97%
Net Assets*:107.06M
Yield*:0.52%

* As of 30-Jun-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AMWCX at this time.

Top Holdings

Symbol% AssetsYTD Return %
JPM3.520.43
WFC3.4917.56
CVX3.276.16
iShares Russell 1000 Value2.8818.66
MRK2.611.46

Fund Basics

Morningstar Overall Rating:
Total Assets:107.06M
Category:Large Value
Annual Report Expense Ratio (net):2.15%

Performance & Risk

YTD Return:6.97%
5y Avg Return:16.86%
Rank in Category (ytd):51
% Rank in Category (ytd):3.92%
Beta (3y):1.11
Morningstar Risk Rating:3

Fund Summary

The investment seeks long-term capital appreciation; dividend income may be a factor in portfolio selection but is secondary to the fund's principal objective. The fund invests primarily in common stocks of U.S. companies that the fund's sub-adviser believes are undervalued by the marketplace. The Sub-Adviser may invest in companies with any market capitalization, but will emphasize primarily large capitalization companies. Disciplined portfolio construction techniques are used to manage risk and ensure diversification through investments in a number of different industries and companies. View More
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