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    ALPS | WMC Research Value C (AMWCX)

    11.44 Up 0.03(0.26%) Mar 27
    Prev Close:11.41
    YTD Return*:2.11%
    Net Assets*:106.72M
    Yield*:0.36%

    * As of 28-Feb-15

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

    Headlines

    • No Headlines available for AMWCX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WFC3.721.97
    JPM3.51-0.66
    iShares Russell 1000 Value3.05-4.64
    CVX2.983.15
    MRK2.728.55

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:106.72M
    Category:Large Value
    Annual Report Expense Ratio (net):2.15%

    Performance & Risk

    YTD Return:2.11%
    5y Avg Return:13.85%
    Rank in Category (ytd):26
    % Rank in Category (ytd):1.87%
    Beta (3y):1.08
    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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