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    RiverFront Global Allocation A (RMGAX)

    12.95 Up 0.12(0.94%) May 1

    Profile as of Mar 30, 2015Get Profile for:
    RiverFront Global Allocation A
    Financial Investors Tr(ALPS)1290 Broadway, Suite 1100Denver, Colorado 80203
    Map
    Phone: 866-759-5679
    Fund Overview 
    Category:World Stock
    Fund Family:ALPS
    Net Assets:38.78M
    Year-to-Date Return:5.72%
    Yield:1.51%
    Morningstar Rating:2 stars
    Fund Inception Date:Aug 2, 2010
    Morningstar Style Box 
    World Stock
    [View Category Definition]
    View Top World Stock Funds
    About the Morningstar Style Box
    Management Information 
    Doug P. Sandler
    Lead Manager since Aug 2, 2010
    Doug serves as the Chief Equity Officer and brings more than 20 years investment experience to leading the US equity team. In his role, Doug leads a team analyzing all sectors of the US equity market, monitoring fundamental trends and technical momentum to ensure the RiverFront portfolios are appropriately diversified based on investor time horizons and risk objectives. In addition, he serves on the firm’s Operating Committee. Prior to launching RiverFront, Doug served as Managing Director and Chief Equity Strategist at Wachovia Securities. He earned a BS in Accounting and an MBA from the University of Richmond. He received his CFA designation in 1997.
    Investment Information 
    Min Initial Investment:2,500
    Min Initial Investment, IRA:N/A
    Min Initial Investment, AIP:N/A
    Min Subsequent Investment:N/A
    Min Subsequent Investment, IRA:N/A
    Min Subsequent Investment, AIP:N/A
    RMGAX can be purchased from 40 brokerages.

    Fund Summary 
    The investment seeks to provide high total investment return. The fund's portfolio is built around a long-term strategic allocation which allocates the fund's investments to large cap stocks, small and mid-cap stocks, international securities (including emerging markets), and bonds. It will normally be invested in 80% equity securities (including common stock and ETFs) and 20% fixed income securities (including corporate debt and ETFs). The portfolio management team may depart from the targeted allocation range when they feel that certain sectors of the financial markets are overvalued or undervalued.

    Fund Operations 
    Last Dividend : 0.00
    Last Cap Gain (Dec 22, 2014) : 0.00
    Annual Holdings Turnover (Apr 29, 2015) : N/A
    Average for Category:53.50%
    Fees & Expenses 
    ExpenseRMGAXCategory Avg
    Annual Report Expense Ratio (net):1.15%1.31%
    Prospectus Net Expense Ratio:1.54%N/A
    Prospectus Gross Expense Ratio:1.89%N/A
    Max 12b1 Fee:0.25%N/A
    Max Front End Sales Load:5.50%5.41%
    Max Deferred Sales Load: N/A2.03%
    3 Yr Expense Projection*:1,079686
    5 Yr Expense Projection*:1,4841,131
    10 Yr Expense Projection*:2,6103,033
    * Per $10,000 invested