RLGCX
ActiveALPS Asset Allocation Growth & Income
Category: Balanced (1,430 funds)
Expense Ratio
2.01%
Annual Cost per $10K
$201.00
30-Year Fee Drag per $10K
$33,026
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
-0.08%
Asset Allocation
US Equity
61%Intl Equity
18%US Bond
19%Intl Bond
1%Cash
1%Fee Comparison
RLGCX
2.01%Balanced average
0.85%Balanced cheapest
0.00%Index benchmark
0.03%136% more expensive than category average
Historical Returns
Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly
+0.44%3Y
Compare to
Fee Impact Calculator
$
%
RLGCX at 2.01%$215,481
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$165,132
Cost vs index fund−$161,944
Similar Funds (100)
Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025
| Ticker | Name | ER |
|---|---|---|
| RLGCX | ALPS Asset Allocation Growth & Income | 2.01% |
| AAETX | American Funds 2030 Target Date Retirement Fund | 0.66% |
| AADTX | American Funds 2025 Target Date Retirement Fund | 0.63% |
| AAFTX | American Funds 2035 Target Date Retirement Fund | 0.67% |
| AADAX | Invesco Select Risk: Growth Investor Fund | 1.71% |
| HMEAX | Nexpoint Merger Arbitrage Fund | 2.25% |
| QCSTFX | College Retirement Equities Fund - Stock Account | — |
| VWENX | VANGUARD WELLINGTON FUND | 0.17% |
| CIPAX | American Funds Conservative Growth and Income Portfolio | 0.88% |
| FBFWX | American Funds Retirement Income Portfolio - Moderate | 1.24% |
| RFNAX | American Funds Fundamental Investors | 1.37% |
| TRAIX | T. Rowe Price Capital Appreciation Fund | 0.58% |
| REMIX | STANDPOINT MULTI-ASSET FUND | 1.26% |
| AACTX | American Funds 2020 Target Date Retirement Fund | 0.61% |
| AXBAX | Columbia Capital Allocation Aggressive Portfolio | 1.03% |
| MACBX | MFS Conservative Allocation Fund | 0.83% |
| MAMAX | MFS Moderate Allocation Fund | 0.56% |
| AABCX | Putnam Dynamic Asset Allocation Balanced Fund | 0.71% |
| FCFWX | American Funds Retirement Income Portfolio - Enhanced | 1.14% |
| MAGEX | MFS Growth Allocation Fund | 1.19% |
| PCGJX | SAM Conservative Growth Portfolio | 0.94% |
| ACEIX | Invesco Equity and Income Fund | 0.76% |
| PAEBX | Putnam Dynamic Asset Allocation Growth Fund | 0.68% |
| CGLGX | American Funds Growth and Income Portfolio | 0.92% |
| TCLOX | Nuveen Lifecycle 2040 Fund | 0.50% |
| ISPCX | VOYA SOLUTION 2035 PORTFOLIO | 1.24% |
| PODAX | Aristotle Portfolio Optimization Growth Fund | 1.09% |
| PTDAX | Principal LifeTime 2040 Fund | 0.76% |
| TAALX | Transamerica Asset Allocation - Moderate Growth Portfolio | 1.00% |
| QCSCIX | College Retirement Equities Fund - Social Choice Account | — |
| LFEAX | MFS Lifetime 2035 Fund | 1.52% |
| NBGDX | Columbia Capital Allocation Moderate Aggressive Portfolio | 0.74% |
| AAGTX | American Funds 2040 Target Date Retirement Fund | 0.68% |
| TPPAX | T. Rowe Price Spectrum Moderate Allocation Fund | 0.62% |
| QCGLFX | College Retirement Equities Fund - Global Equities Account | — |
| TLPRX | Nuveen Lifecycle Index 2040 Fund | 0.25% |
| TLMPX | Nuveen Lifecycle Index 2045 Fund | 0.35% |
| RBAIX | T. Rowe Price Balanced Fund, Inc. | 0.47% |
| FNNEX | New Economy Fund | 0.47% |
| AAHTX | American Funds 2045 Target Date Retirement Fund | 0.69% |
| PPIPX | T. Rowe Price Spectrum Conservative Allocation Fund | 0.56% |
| TTFIX | Nuveen Lifecycle 2045 Fund | 0.68% |
| OWLSX | Old Westbury Large Cap Strategies Fund | 1.09% |
| LLMSX | Franklin Multi-Asset Moderate Growth Fund | 0.70% |
| IRGPX | Voya Retirement Aggressive Portfolio | 0.60% |
| TGAFX | T. Rowe Price Global Allocation Fund | 0.82% |
| YACKX | AMG Yacktman Fund$1M min | 0.62% |
| TGIPX | T. Rowe Price Spectrum Moderate Growth Allocation Fund | 0.64% |
| ASRAX | Invesco Global Real Estate Income Fund | 1.26% |
| TCIIX | Nuveen Lifecycle 2035 Fund | 0.56% |
| LTRDX | Principal LifeTime 2045 Fund | 0.86% |
| IAGAX | VOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO | 0.74% |
| FTCFX | American Funds College 2033 Fund | 0.39% |
| TPDAX | Timothy Plan Defensive Strategies Fund | 1.32% |
| MIGBX | MFS Massachusetts Investors Growth Stock Fund | 1.46% |
| JABLX | Janus Henderson Balanced Portfolio$1M min | 0.87% |
| SWHGX | Schwab MarketTrack Growth Portfolio | 0.50% |
| AABTX | American Funds 2015 Target Date Retirement Fund | 0.61% |
| TLLIX | Nuveen Lifecycle Index 2050 Fund | 0.18% |
| SWIRX | Schwab Target 2035 Fund | 0.45% |
| GARUX | Goldman Sachs Absolute Return Tracker Fund | 0.73% |
| ITCSX | VY(R) T. ROWE PRICE CAPITAL APPRECIATION PORTFOLIO | 0.65% |
| QAAGRX | T. Rowe Price Moderate Allocation Portfolio | 0.86% |
| IDXKX | VOYA INDEX SOLUTION 2040 PORTFOLIO | 0.74% |
| SVAAX | Federated Hermes Strategic Value Dividend Fund | 1.06% |
| FMSHX | Franklin Mutual Shares Fund | 0.70% |
| KAUAX | Federated Hermes Kaufmann Fund | 1.96% |
| ISEAX | VOYA INDEX SOLUTION 2035 PORTFOLIO | 0.62% |
| PBAPX | SAM Balanced Portfolio | 1.02% |
| PFLJX | Principal LifeTime 2050 Fund | 0.88% |
| FINHX | Fidelity Equity-Income Fund | — |
| PSGFX | SAM Strategic Growth Portfolio | 1.07% |
| FAFWX | American Funds Retirement Income Portfolio - Conservative | 1.27% |
| SWERX | Schwab Target 2040 Fund | 0.49% |
| FKALX | Federated Hermes Kaufmann Small Cap Fund | 1.36% |
| ISPDX | VOYA SOLUTION 2045 PORTFOLIO | 1.16% |
| GSKPX | Goldman Sachs Tax-Advantaged Global Equity Portfolio | 1.22% |
| TCLPX | Nuveen Lifecycle 2050 Fund | 0.69% |
| POCAX | Aristotle Portfolio Optimization Moderate Fund | 1.12% |
| RPFCX | Davis Balanced Fund | 0.98% |
| MLTAX | MFS Lifetime 2030 Fund | 0.48% |
| TTIIX | Nuveen Lifecycle Index 2055 Fund | 0.25% |
| TTMIX | T. Rowe Price Communications & Technology Fund | 0.67% |
| FIQWX | Fidelity Strategic Dividend and Income Fund | 0.56% |
| JAFVX | Strategic Equity Allocation Trust | 0.92% |
| MSFKX | MFS Total Return Fund | 0.40% |
| CTAKX | American Funds College 2036 Fund | 0.43% |
| HADAX | HARTFORD BALANCED HLS FUND | 0.66% |
| MERFX | The Merger Fund | 1.56% |
| BGSAX | BlackRock Technology Opportunities Fund | 1.92% |
| PCGQX | PGIM Income Builder Fund | 0.70% |
| IUAAX | VY(R) INVESCO EQUITY AND INCOME PORTFOLIO | 1.14% |
| OAZBX | Oakmark Equity and Income Fund | 0.56% |
| PCBKX | Victory Pioneer Balanced Fund | 0.63% |
| SSIAX | 1919 Socially Responsive Balanced Fund | 0.95% |
| MLFAX | MFS Lifetime 2040 Fund | 0.81% |
| PGEBX | George Putnam Balanced Fund | 0.91% |
| PCAFX | Prospector Capital Appreciation Fund | 1.16% |
| PDARX | Diversified Real Asset Fund | 1.23% |
| PRJAX | PGIM Jennison Global Opportunities Fund | 1.08% |
| FIAQX | Fidelity Equity Dividend Income Fund | 1.08% |
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