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ALPS | WMC Research Value C (AMWCX) Fund Ranking and Research

Ranking, Research and Recommendation of ALPS | WMC Research Value C (AMWCX) Fund

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

 

Graph of ALPS | WMC Research Value C Fund (AMWCX) ManagerFund Manager - Cheryl M. Duckworth

Fund Manager Information

Fund Manager Tenure: 4.7 years
Similar Funds: AMWIX  AMWYX 
Fund Family: ALPS
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

 

Graph of ALPS | WMC Research Value C Fund (AMWCX) ProfileALPS | WMC Research Value C Fund (AMWCX) Profile

Fund Profile and Description

ALPS | WMC Research Value C Fund seeks long-term capital appreciation. Dividend income may be a factor in portfolio selection but is secondary to the fund’s principal objective. ALPS | WMC Research Value C Fund invests primarily in common stocks of U.S. companies which the fund's sub-adviser believes to be undervalued by the marketplace. ALPS | WMC Research Value C Fund’s sub-adviser implements the construction of the fund’s portfolio based upon the analysis and input of the firm’s fundamental and quantitative research teams. It may invest in companies with any market capitalization.

 

ALPS | WMC Research Value C (AMWCX) Fund Strength What we like about ALPS | WMC Research Value C (AMWCX) Fund

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

  • ALPS | WMC Research Value C Fund (AMWCX) management has been with ALPS | WMC Research Value C Fund for 4.7 years
  • ALPS | WMC Research Value C Fund (AMWCX) has good mid-term performance (3-year return 7.86% vs 7.81% Large Value category median performance)
  • Asset base in ALPS | WMC Research Value C Fund (AMWCX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support

ALPS | WMC Research Value C Fund (AMWCX) Weakness What we are cautious about ALPS | WMC Research Value C (AMWCX) Fund

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

  • ALPS | WMC Research Value C Fund (AMWCX) has a less-than-ideal short-term performance (1-year return -2.57% vs -2.36% Large Value category median performance)
  • ALPS | WMC Research Value C Fund (AMWCX) has a less-than-ideal Long-term performance (5-year return 8.78% vs 9.15% Large Value category median performance)
  • ALPS | WMC Research Value C Fund (AMWCX) ratio of up-years vs down years can be improved
  • ALPS | WMC Research Value C Fund (AMWCX) has a Morningstar rating of 3 and below
  • ALPS | WMC Research Value C Fund (AMWCX) has an annual stock turnover rate of 114.00% that is higher than the Large Value average of 44.24%. This could mean ALPS | WMC Research Value C is more nimble, but also signal potential high tax impact and high trading fees
  • ALPS | WMC Research Value C Fund (AMWCX) is more volatile than its peers as it has a 3-year Standard Deviation of 12.26 that is higher than category average of 11.7
  • ALPS | WMC Research Value C Fund (AMWCX) has a higher expense ratio of 2.15% than its Large Value average of 1.10%
  • ALPS | WMC Research Value C Fund (AMWCX) carries a 1% load
See ALPS | WMC Research Value C Fund (AMWCX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
ALPS | WMC Research Value C2.96-2.577.868.78
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare ALPS | WMC Research Value C Fund (AMWCX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of ALPS | WMC Research Value C Fund (AMWCX) Net Asset TrackingALPS | WMC Research Value C (AMWCX) Fund Net Asset

Track net asset change of ALPS | WMC Research Value C fund (AMWCX)

DateNet Asset
05/2016$94.59M
03/2016$89.93M
02/2016$84.28M
More historic net asset information on ALPS | WMC Research Value C Fund (AMWCX)

  

Graph of ALPS | WMC Research Value C Fund (AMWCX) Portfolio TrackingALPS | WMC Research Value C (AMWCX) Fund Portfolio Allocation

Track portfolio allocation change of ALPS | WMC Research Value C fund (AMWCX)

DateCashStockBondOther
03/20161.51%97.98%0%0.51%
12/20151.88%98.12%0%0%
09/20150.38%99.62%0%0%
Click here to see more historic asset allocation information on ALPS | WMC Research Value C Fund (AMWCX)

 

graph of ALPS | WMC Research Value C Fund (AMWCX) Top 10 Position TrackingTop 10 Holdings in ALPS | WMC Research Value C (AMWCX) Fund

Discover what ALPS | WMC Research Value C Fund (AMWCX) manager is buying

Mar 30, 2016
Wells Fargo & Company Common St [3.14%]
Bank of America Corporation Com [2.93%]
Newfield Exploration Company Co [2.16%]
Medtronic plc. Ordinary Shares [2.07%]
American Express Company Common [1.95%]
General Electric Company Common [1.83%]
Microsoft Corporation [1.8%]
PNC Financial Services Group, I [1.8%]
Pioneer Natural Resources Compa [1.77%]
NextEra Energy, Inc. Common Sto [1.65%]

Dec 30, 2015
Wells Fargo & Company Common St [3.59%]
Bank of America Corporation Com [3.59%]
Medtronic plc. Ordinary Shares [2.09%]
American International Group, I [2.01%]
PNC Financial Services Group, I [1.99%]
Microsoft Corporation [1.98%]
American Express Company Common [1.89%]
Mondelez International, Inc. [1.89%]
Cisco Systems, Inc. [1.65%]
Allergan plc Ordinary Shares [1.65%]

Sep 29, 2015
Wells Fargo & Company Common St [3.62%]
Bank of America Corporation Com [3.52%]
Mondelez International, Inc. [2.18%]
American International Group, I [2.1%]
PNC Financial Services Group, I [2%]
Cisco Systems, Inc. [1.98%]
Medtronic plc. Ordinary Shares [1.91%]
Newfield Exploration Company Co [1.85%]
Merck & Company, Inc. Common St [1.67%]
Microsoft Corporation [1.61%]
Click here for Stock Holding Change Map in ALPS | WMC Research Value C Fund (AMWCX)

  

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