ALPS | WMC Value Intersection Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 1 4
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
B (Buy)

Fund Holdings

Asset Allocation

% Long % Net
Cash 1.5 1.5
Stocks 93.02 93.02
Bonds 0.0 0.0
Other 0.0 0.0
Foreign Bonds 0.0 0.0
Foreign Stocks 5.47 5.47
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM 0.43 3.52
Wells Fargo & Co WFC 17.56 3.49
Chevron Corp CVX 6.16 3.27
iShares Russell 1000 Value --- --- 2.88
Merck & Co Inc MRK 18.66 2.61
Exxon Mobil Corporation XOM 1.46 2.46
Citigroup Inc C -8.89 2.12
CVS Caremark Corp CVS 7.01 2.11
Ameriprise Financial Inc AMP 6.59 2.06
ACE Ltd ACE 2.44 1.83

Large Value Funds

Highest Returns (10-year)

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