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RiverFront Global Allocation A (RMGAX)

12.96 Down 0.01(0.08%) Apr 24
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Profile as of Mar 30, 2014Get Profile for:
RiverFront Global Allocation A
1290 BroadwaySuite 1100Denver, Colorado 80203
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Phone: 866-759-5679
Fund Overview 
Category:Aggressive Allocation
Fund Family:ALPS
Net Assets:34.19M
Year-to-Date Return:0.23%
Yield:0.67%
Morningstar Rating:1 stars
Fund Inception Date:Aug 2, 2010
Morningstar Style Box 
Aggressive Allocation
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Management Information 
Doug Sandler
Lead Manager since Aug 2, 2010
Mr. Sandler co-manages the Fund and in that capacity is primarily responsible for determining the specific economic sectors and domestic equity securities and related ETFs to buy and sell for the Fund.  Mr. Sandler oversees a team of equity portfolio managers and research analysts who make investment recommendations.  Mr. Sandler has been Chief Equity Officer of Riverfront since co-founding the firm in April 2008.  Previously, Mr. Sandler was Chief Equity Strategist for Wachovia Securities since 2001.Mr. Sandler received his BS in Accounting and his MBA from the University of Richmond.
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 (Dec 22, 2013) : 0.09
Last Cap Gain : 0.00
Annual Holdings Turnover (Apr 21, 2014) : N/A
Average for Category:47.64%
Fees & Expenses 
ExpenseRMGAXCategory Avg
Annual Report Expense Ratio (net):1.19%0.90%
Prospectus Net Expense Ratio:1.43%N/A
Prospectus Gross Expense Ratio:1.95%N/A
Max 12b1 Fee:0.25%N/A
Max Front End Sales Load:5.50%5.33%
Max Deferred Sales Load: N/A2.48%
3 Yr Expense Projection*:1,081659
5 Yr Expense Projection*:1,4981,017
10 Yr Expense Projection*:2,6571,981
* Per $10,000 invested