Mutual Funds

ALPS Funds

Exchange Hours Website
9:30 - 15:59 ET smithcapitalinvestors.com


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Fund Symbol Initial Investment
Minimum1
Advisor Initial
Minimum1
Investment
Type
Load
Type
Share
Class
Transaction
Fee
ALPS GLOBAL OPPORTUNITY INV LPEFX USD 1 USD 1 Stock No Load INVESTOR CLASS No
ALPS GLOBAL OPPORTUNITY CL I LPEIX USD 100,000 USD 100,000 Stock No Load CLASS I Yes
ALPS GLOBAL OPPORTUNITY CL C LPFCX USD 1,000 USD 1,000 Stock Level Load CLASS C No
KOTAK INDIA GROWTH FD INV CL INDAX USD 1 USD 1 Stock No Load INVESTOR CLASS No
KOTAK INDIA GROWTH FD CL C INFCX USD 1,000 USD 1,000 Stock Level Load CLASS C No
KOTAK INDIA GROWTH FD CL I INDIX USD 100,000 USD 100,000 Stock No Load CLASS I Yes
ALPS/SMITH SHORT DUR BOND FUND INV CLASS SMRSX USD 1 USD 1 Bond No Load INVESTOR CLASS No
ALPS/SMITH SHORT DUR BOND FUND CLASS I SMDSX USD 1 USD 0 Bond No Load CLASS I Yes
ALPS/SMITH TOTAL RTN BOND FUND CLASS I SMTHX USD 100,000 USD 0 Bond No Load CLASS I Yes
ALPS/SMITH TOTAL RTN BOND FUND INV CLASS SMTRX USD 1 USD 1 Bond No Load INVESTOR CLASS No
DDJ OPPORTUNISTIC HIGH YIELD FD - CL I DDJCX USD 100,000 USD 100,000 Bond No Load I Yes
DDJ OPPORTUNISTIC HIGH YIELD FD - INST DDJIX USD 1 USD 1 Bond No Load INSTITUTIONAL CLASS Yes
DDJ OPPORTUNISTIC HIGH YIELD FD -CL II DDJRX USD 2,500 USD 2,500 Bond No Load INVESTOR CLASS II No

Notes:

  1. Advisor minimums may be lower.