Riverfront Dynamic Equity Fund Quote

RLGAX Fund  USD 14.22  0.02  0.14%   

Performance

2 of 100

 
Weak
 
Strong
Weak

Odds Of Distress

Less than 22

 
High
 
Low
Low
Riverfront Dynamic is trading at 14.22 as of the 22nd of November 2024; that is 0.14% up since the beginning of the trading day. The fund's open price was 14.2. Riverfront Dynamic has about a 22 % 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. Equity ratings for Riverfront Dynamic Equity are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of May 2024 and ending today, the 22nd of November 2024. 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 Dynamic Equity

Moving together with Riverfront Mutual Fund

  0.87RAGIX Riverfront Asset AllPairCorr

Moving against Riverfront Mutual Fund

  0.32SMAMX Alpssmith Total ReturnPairCorr

Riverfront Mutual Fund Highlights

Fund ConcentrationALPS Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, ALPS (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date28th of February 2023
Fiscal Year EndOctober
Riverfront Dynamic Equity [RLGAX] is traded in USA and was established 22nd of November 2024. Riverfront Dynamic 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 82.73 M in assets with no minimum investment requirementsRiverfront Dynamic Equity is currently producing year-to-date (YTD) return of 11.71% with the current yeild of 0.03%, while the total return for the last 3 years was 3.21%.
Check Riverfront Dynamic 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 Dynamic Equity 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 Dynamic Equity Mutual Fund Constituents

EFAiShares MSCI EAFEEtfForeign Large Blend
IEFAiShares Core MSCIEtfForeign Large Blend
XNTKSPDR Morgan StanleyEtfTechnology
EFViShares MSCI EAFEEtfForeign Large Value
JEPIJPMorgan Equity PremiumEtfDerivative Income
SRLNSPDR Blackstone SeniorEtfBank Loan
RIGSRiverFront Strategic IncomeEtfMultisector Bond
RFFCRiverFront Dynamic Flex CapEtfLarge Blend
More Details

Riverfront Dynamic Equity Risk Profiles

Riverfront Dynamic Against Markets

Other Information on Investing in Riverfront Mutual Fund

Riverfront Dynamic 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 Dynamic security.
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