SS&C ALPS Advisors is a U.S.-based asset administration firm providing a broad vary of mutual funds that fall into three classes: sustainable earnings, thematic, and different development methods. The funding course of relies on an open-architecture method. The actively managed funding merchandise are developed by specialised funding groups. As of June 30, 2026, it managed $37.62 billion in belongings beneath administration. Headquartered in Denver, CO, the corporate has a community of places of work throughout the USA. Greater than 70 monetary professionals are a part of the SS&C ALPS staff. All these elements make it a compelling funding possibility.
Now we have picked two SS&C ALPS mutual funds — ALPS Balanced Alternative Inv ALIBX and ALPS Asset Allocation Development & Inc Inv RLGAX — which buyers can buy now for the long run. These funds have a Zacks Mutual Fund Rank #2 (Purchase), constructive three-year and five-year annualized returns, minimal preliminary investments inside $5000 and expense ratios significantly decrease than the class common. So, these funds have supplied a relatively stronger efficiency and carry a decrease payment.
ALPS Balanced Alternative Inv fund invests in a diversified portfolio of fairness securities, fixed-income investments and money equivalents, together with frequent and most well-liked shares, company bonds, U.S. authorities securities, mortgage- and asset-backed securities, and financial institution loans.
Eric Hewitt has been the lead supervisor of ALIBX since Sept. 15, 2020. Many of the fund’s holdings have been in corporations, akin to Alphabet Inc. (4.2%), Johnson & Johnson (3.5%) and Amazon.com, Inc. (3.3%) as of Jan. 31, 2026.
ALIBX’s 3-year and 5-year annualized returns are 15.1% and eight.1%, respectively. Its internet expense ratio is 0.64%. ALIBX has a Zacks Mutual Fund Rank #1.
To see how this fund carried out in comparison with its class, and different 1 (Sturdy Purchase) and a couple of Ranked Mutual Funds, please click on right here.
ALPS Asset Allocation Development & Inc Inv fund seeks present earnings and capital appreciation whereas managing threat by strategically investing in, and tactically adjusting allocations to, U.S.-listed ETFs suggested by the Adviser and unaffiliated ETFs, which can have worldwide publicity.
Eric Hewitt has been the lead supervisor of RLGAX since Feb. 28, 2025. Many of the fund’s holdings have been in corporations akin to ALPS Dynamic US Dividend Benefit ETF (17.5%), ALPS Dynamic US Dividend Benefit ETF (15.3%) and iShares Core MSCI Worldwide Developed Markets ETF (10.7%) as of Jan. 31, 2026.
RLGAX’s 3-year and 5-year annualized returns are 13% and 6.9%, respectively. Its internet expense ratio is 0.47%. RLGAX has a Zacks Mutual Fund Rank #1.
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