Riverfront Dynamic Equity Fund Quote
| RLIIX Fund | USD 14.24 0.04 0.28% |
Performance3 of 100
| Odds Of DistressLess than 22
|
Riverfront Dynamic is trading at 14.24 as of the 25th of November 2024; that is 0.28 percent increase 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 29th of February 2024 and ending today, the 25th 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
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 | 30th of September 2024 |
| Expense Ratio Date | 28th of February 2023 |
| Fiscal Year End | October |
Riverfront Dynamic Equity [RLIIX] is traded in USA and was established 25th 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 11.97% with the current yeild of 0.03%, while the total return for the last 3 years was 3.46%.
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
| EFA | iShares MSCI EAFE | Etf | Foreign Large Blend | |
| XNTK | SPDR Morgan Stanley | Etf | Technology | |
| EEM | iShares MSCI Emerging | Etf | Diversified Emerging Mkts | |
| EFV | iShares MSCI EAFE | Etf | Foreign Large Value | |
| JEPI | JPMorgan Equity Premium | Etf | Derivative Income | |
| SRLN | SPDR Blackstone Senior | Etf | Bank Loan | |
| RIGS | RiverFront Strategic Income | Etf | Multisector Bond | |
| RFFC | RiverFront Dynamic Flex Cap | Etf | Large Blend |
Riverfront Dynamic Equity Risk Profiles
| Mean Deviation | 0.3865 | |||
| Semi Deviation | 0.4752 | |||
| Standard Deviation | 0.5126 | |||
| Variance | 0.2628 |
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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