ALPS | WMC Value Intersection Fund

Scorecard
3 / 5 Stars
Lipper
2 2 3 1 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.08 1.08
Stocks 93.51 93.51
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 5.4 5.4
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 09.30.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 09.30.2013

Ticker YTD Return % % Net Assets
Chevron Corp CVX -7.26 3.77
JPMorgan Chase & Co JPM -3.23 3.38
Wells Fargo & Co WFC 2.31 3.27
Merck & Co Inc MRK 12.73 2.47
Exxon Mobil Corporation XOM -5.01 2.44
Citigroup Inc C -8.62 2.32
iShares Russell 1000 Value --- --- 2.07
Cisco Systems Inc CSCO -3.08 2.01
ACE Ltd ACE -6.26 1.95
Ameriprise Financial Inc AMP -5.89 1.92