Riverfront Asset Allocation Fund Quote
| RAGIX Fund | USD 14.18 0.06 0.42% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Riverfront Asset is trading at 14.18 as of the 31st of January 2025; that is 0.42% up since the beginning of the trading day. The fund's open price was 14.12. Riverfront Asset has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 31st of January 2025. Click here to learn more.
The adviser and sub-adviser seek to achieve the funds investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds that, under normal market conditions, are expected to consist of ETFs sub-advised by RiverFront as well as unaffiliated ETFs. More on Riverfront Asset Allocation
Riverfront Mutual Fund Highlights
| Fund Concentration | ALPS Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, ALPS (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Riverfront Asset Allocation [RAGIX] is traded in USA and was established 31st of January 2025. Riverfront Asset is listed under ALPS category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of ALPS family. This fund at this time has accumulated 80.54 M in assets with minimum initial investment of 2.5 K. Riverfront Asset All is currently producing year-to-date (YTD) return of 2.38% with the current yeild of 0.03%, while the total return for the last 3 years was 5.01%.
Check Riverfront Asset Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Riverfront Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Riverfront Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Riverfront Asset Allocation Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Riverfront Asset Allocation Mutual Fund Constituents
| RFCI | RiverFront Dynamic Core | Etf | Corporate Bond | |
| RFDA | RiverFront Dynamic Dividend | Etf | Large Value | |
| RFDI | First Trust RiverFront | Etf | Foreign Large Value | |
| RFEM | First Trust RiverFront | Etf | Diversified Emerging Mkts | |
| RFEU | First Trust RiverFront | Etf | Europe Stock | |
| RFFC | RiverFront Dynamic Flex Cap | Etf | Large Blend | |
| RIGS | RiverFront Strategic Income | Etf | Multisector Bond |
Riverfront Asset All Risk Profiles
| Mean Deviation | 0.4039 | |||
| Semi Deviation | 0.5955 | |||
| Standard Deviation | 0.5739 | |||
| Variance | 0.3294 |
Riverfront Asset Against Markets
Other Information on Investing in Riverfront Mutual Fund
Riverfront Asset financial ratios help investors to determine whether Riverfront Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Riverfront with respect to the benefits of owning Riverfront Asset security.
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