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ALPS/Kotak India ESG C (INFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.930.00 (0.00%)
As of 08:05AM EDT. Market open.

ALPS/Kotak India ESG C

DENVER CO 80201

P.O. BOX 328

FINANCIAL INVESTORS TRUST

3036232577
Management information
,Lead manager since 25 September 2023
Amit previously worked at Samsung Asset Management Hong Kong/Singapore as a Portfolio Manager managing the India funds. Before that, he worked with Fidelity Investments.
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryIndia Equity
Fund familyALPS
Net assets381.32M
YTD return3.45%
Yield0.00%
Morningstar rating★★★
Inception date11 Jun 2018

Fund operations

Last dividend0.42
Last cap gain12.00
Holdings turnover24.00%
Average for categoryN/A

Fees and expenses

ExpenseINFCXCategory average
Annual report expense ratio (net)1.28%1.06%
Prospectus net expense ratio1.28%N/A
Prospectus gross expense ratio1.28%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.63%
Max deferred sales loadN/A1.00%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A