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Riverfront Asset Allocation Growth & Income Class I (0P0000O54K)

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13.970 +0.030    +0.22%
04/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 42.76M
Type:  Fund
Market:  United States
Asset Class:  Equity
RiverFront Dynamic Equity Income Fund Class I 13.970 +0.030 +0.22%

0P0000O54K Overview

 
Find basic information about the Riverfront Asset Allocation Growth & Income Class I mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O54K MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change15.88%
Prev. Close13.94
Risk Rating
TTM Yield3.01%
ROE26.37%
IssuerN/A
Turnover13%
ROA10.40%
Inception DateAug 02, 2010
Total Assets42.76M
Expenses0.25%
Min. Investment100,000
Market Cap86.32B
CategoryAllocation - - 50% to 70% Equity
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Riverfront Asset Allocation Growth & Income Class I Analysis


Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1002 1121 1093 1121 1320 1693
Fund Return 0.16% 12.14% 9.3% 3.88% 5.71% 5.41%
Place in category 458 347 307 304 529 365
% in Category 59 39 41 44 80 77

Top Equity Funds by ALPS

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar Aggressive Growth ETF 1 136.72M -0.36 6.44 7.58
  Morningstar Aggressive Growth ETF 2 59.87M -0.36 6.16 7.32
  ALPS Red Rocks Listed Private Equit 37.71M 0.91 5.65 8.06
  ALPS Kotak India Growth Fund Clai 35.28M 1.45 9.72 12.30
  RiverFront Dynamic Equity Income Fa 8.38M 0.15 3.65 5.15

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 109.02B 14.57 6.92 8.44
  Vanguard Wellington Admiral 100.41B 13.87 6.17 8.69
  American Funds American Balanced R6 54.73B 14.83 7.25 8.77
  Vanguard Balanced Index Adm 46.77B 14.11 5.56 8.54
  Fidelity Balanced 38.46B 15.38 6.99 9.87

Top Holdings

Name ISIN Weight % Last Change %
  RiverFront Dynamic US Dividend Advantage US00162Q5282 18.60 54.70 +0.07%
  First Trust RiverFront Dynamic DM US33739P6088 14.00 64.74 +0.31%
JPMorgan Equity Premium Income ETF - 10.36 - -
  Vanguard Long-Term Corporate Bond US92206C8139 9.31 77.21 +1.11%
  ishares S&P 500 US4642872000 6.52 572.57 -0.20%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Buy Strong Buy
Technical Indicators Strong Sell Neutral Strong Buy
Summary Strong Sell Neutral Strong Buy
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