Class A

  • AMWYX
  • NAV: $8.15
  • Change: $0.02
  • as of 02/07/2012
 

Class I

  • AMWIX
  • NAV: $8.22
  • Change: $0.03
  • as of 02/07/2012
 

Class C

  • AMWCX
  • NAV: $8.13
  • Change: $0.02
  • as of 02/07/2012
 

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Investment Approach

Value Intersection

The ALPS/WMC Value Intersection Fund is currently the only mutual fund available that uses Wellington's Value Intersection investment approach.

The fund combines fundamental research and quantitative analysis to build a portfolio of Wellington's best ideas in the large cap universe.



Every stock gets rated by two independent research groups. Stocks ranked highly by both disciplines are core portfolio holdings.