AMWYX (ALPS/WMC Val Inters;A)
Net Asset Value: 8.19 1-Day Return: 0.02 (0.24%) YTD Return as of 2/9/12:Up 8.62%

Classification: Large-Cap Value   Objective: Growth   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.

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Total Returns (As of 2/09/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 8.62 -0.21 14.78 -1.54 4.37
Classification 8.06 0.70 15.74 -1.47 4.05
Index (S&P 500) 7.70 4.50 18.30 0.90 4.20
% Rank in Class (1-best,100=worst)4060685439

Fund Stats

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Investment Objective:Growth
Net Assets ($Mil)43.90
Inception Date:4/2/84
Manager Name, TenureTeam Managed, NA
Expense Ratio: 1.40%
Sales Charge:
Load Type:
  
Front-End Load
5.50%
0.00%

Top 10 Holdings (As of 9/30/11)

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Company NameSymbol% Net Assets
Chevron Corp Ord CVX 4.15
Pfizer Inc Ord PFE 3.12
Wells Fargo & Co Ord WFC 3.08
Jpmorgan Chase & Co Ord JPM 2.75
Merck & Co Inc Ord MRK 2.61
At&t Inc Ord T 2.26
Kimberly Clark Corp Ord KMB 2.13
Lorillard Inc Ord LO 1.86
Unitedhealth Group Inc Ord UNH 1.77
Us Bancorp Ord USB 1.66
% of Total Holdings 25.39

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