RAGIX Mutual Fund

RAGIX Mutual Fund (ALPS Asset Allocation Growth & Income Class A) is managed by ALPS Advisors with $21.3M in net assets. RAGIX expense ratio is 0.80%, holding 15 positions across sectors including Financials. Inception date: 2018-06-12.

RAGIX performance shows a YTD return of 7.33%. The 1-year return is 10.48% and the 5-year return is 6.61%. RAGIX dividend yield stands at 2.15%, paid quarterly.

RAGIX top holdings include Riverfront Dynamic Us Dividend Advantage Etf (19.8%), Riverfront Dynamic Us Flex-cap Etf (19.6%), Riverfront Strategic Income Fund (12.5%), Ishares Core Msci Int Devel Etf (10.1%), Vanguard Total Stock Market ETF (6.2%). Go to all RAGIX holdings, RAGIX sectors, or RAGIX dividends.

RAGIX can be compared against other funds. Use RAGIX overlap to find shared positions, or RAGIX vs another fund for a side-by-side view. RAGIX alternatives are available via the screener, along with tax-loss harvesting opportunities.