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ALPS | WMC Research Value C Fund (AMWCX)

Fund performance review and position details on ALPS | WMC Research Value C Fund (AMWCX)

    Last Trade: $ on , Change: (0%)

ALPS | WMC Research Value C Fund (AMWCX) HighlightALPS | WMC Research Value C Fund (AMWCX) Fund Summary

ALPS | WMC Research Value C Fund (AMWCX) statistics as of May 30, 2016

Category: Large Value
Fund Family: ALPS
Net Asset: $94.59M
Yield: 0.06%
Year-to-Date Return: 2.96%
Morningstar rating: 3

 

ALPS | WMC Research Value C Fund (AMWCX) CostALPS | WMC Research Value C Fund (AMWCX) Cost

ALPS | WMC Research Value C Fund (AMWCX) various investment related cost

Initial Investment: 2,500
Total Expense Ratio (Large Value average): 2.15% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 1.00%
Annual Holdings Turnover: 114.00%

 

ALPS | WMC Research Value C Fund (AMWCX) PerformanceALPS | WMC Research Value C Fund (AMWCX) Performance

Most current ALPS | WMC Research Value C Fund (AMWCX) Performance

1-month Performance (Large Value category median performance): 1.78% (1.19%)
3-month Performance (Large Value category median performance): 12.04% (9.56%)
1 Year Performance (Large Value category median performance): -2.57% (-2.36%)
3 Year Performance (Large Value category median performance): 7.86% (7.81%)
5 Year Performance (Large Value category median performance): 8.78% (9.15%)
Number of Years of positive return: 3 years
Number of Years of negative return: 2 years
3 year Alpha (Large Value category average): -3.51 (-2.66)
3 year Beta (Large Value category average): 1.06 (0.98)
3 year Sharpe Ratio: 0.67
3 year Treynor: 7.33

ALPS | WMC Research Value C Fund (AMWCX) topholdingTop Stock Holdings in ALPS | WMC Research Value C Fund (AMWCX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
Wells Fargo & Company Common St3.14%0.00%
Bank of America Corporation Com2.93%0.00%
Newfield Exploration Company Co2.16%0.00%
Medtronic plc. Ordinary Shares2.07%0.00%
American Express Company Common1.95%0.00%
General Electric Company Common1.83%0.00%
Microsoft Corporation1.8%0.00%
PNC Financial Services Group, I1.8%0.00%
Pioneer Natural Resources Compa1.77%0.00%
NextEra Energy, Inc. Common Sto1.65%0.00%
*Note: The price change will reset to 0 after the midnight

 

ALPS | WMC Research Value C Fund (AMWCX) Portfolio AllocationALPS | WMC Research Value C Fund (AMWCX) Fund Portfolio Allocation

ALPS | WMC Research Value C Fund (AMWCX) Fund Portfolio Allocation data as of 03/2016

Stock97.98%
Bond0%
Cash1.51%
Other0.51%

 

ALPS | WMC Research Value C Fund (AMWCX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
ALPS | WMC Research Value C-2.577.868.78
American Funds Washington Mutual R6 (RWMGX)2.339.9611.35 Compare
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare

See top fund managers for Large Value Category Funds

 

ALPS | WMC Research Value C Fund (AMWCX) PerformanceOther Financial Data Web Sites on ALPS | WMC Research Value C Fund (AMWCX)

Addition research sites for ALPS | WMC Research Value C Fund (AMWCX)

 

ALPS | WMC Research Value C Fund (AMWCX) Related ResourcesSee more information on ALPS | WMC Research Value C (AMWCX) Fund

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