SS&C ALPS Advisors is a U.S.-based asset management company offering a broad range of mutual funds that fall into three categories: sustainable income, thematic, and alternative growth strategies. The investment process is based on an open-architecture approach. The actively managed investment products are developed by specialized investment teams. As of June 30, 2026, it managed $37.62 billion in assets under management. Headquartered in Denver, CO, the company has a network of offices across the United States. More than 70 financial professionals are part of the SS&C ALPS team. All these factors make it a compelling investment option.<\/p>\n
We have picked two SS&C ALPS mutual funds \u2014 ALPS Balanced Opportunity Inv (ALIBX Quick QuoteALIBX<\/a> – Free Report<\/a>) \u00a0 and ALPS Asset Allocation Growth & Inc Inv (RLGAX Quick QuoteRLGAX<\/a> – Free Report<\/a>) \u2014 which investors should buy now for the long term. These funds have a Zacks Mutual Fund Rank #2 (Buy), positive three-year and five-year annualized returns, minimum initial investments within $5000 and expense ratios considerably lower than the category average. So, these funds have provided a comparatively stronger performance and carry a lower fee.\u00a0<\/p>\n ALPS Balanced Opportunity Inv fund invests in a diversified portfolio of equity securities, fixed-income investments and cash equivalents, including common and preferred stocks, corporate bonds, U.S. government securities, mortgage- and asset-backed securities, and bank loans.<\/p>\n Eric Hewitt has been the lead manager of ALIBX since Sept. 15, 2020. Most of the fund\u2019s holdings were in companies, such as Alphabet Inc. (4.2%), Johnson & Johnson (3.5%) and Amazon.com, Inc. (3.3%) as of Jan. 31, 2026.\u00a0 To see how this fund performed compared to its category, and other 1 (Strong Buy) and 2 Ranked Mutual Funds, please click here<\/a>.\u00a0<\/p>\n ALPS Asset Allocation Growth & Inc Inv fund seeks current income and capital appreciation while managing risk by strategically investing in, and tactically adjusting allocations to, U.S.-listed ETFs advised by the Adviser and unaffiliated ETFs, which may have international exposure.\u00a0<\/p>\n Eric Hewitt has been the lead manager of RLGAX since Feb. 28, 2025. Most of the fund\u2019s holdings were in companies such as ALPS Dynamic US Dividend Advantage ETF (17.5%), ALPS Dynamic US Dividend Advantage ETF (15.3%) and iShares Core MSCI International Developed Markets ETF (10.7%) as of Jan. 31, 2026.\u00a0<\/p>\n RLGAX\u2019s 3-year and 5-year annualized returns are 13% and 6.9%, respectively. Its net expense ratio is 0.47%. RLGAX has a Zacks Mutual Fund Rank #1.\u00a0 \u00a0 \u00a0<\/p>\n Want key mutual fund info delivered straight to your inbox?\u00a0<\/p>\n
ALIBX\u2019s 3-year and 5-year annualized returns are 15.1% and 8.1%, respectively. Its net expense ratio is 0.64%. ALIBX has a Zacks Mutual Fund Rank #1.\u00a0 \u00a0\u00a0<\/p>\n