RiverFront Global Growth I
1290 Broadway, Suite 1100Denver, CO 80203
Map
Phone: 866-759-5679
| Category: | World Stock | | Fund Family: | ALPS | | Net Assets: | 52.73M | | Year-to-Date Return: | 3.10% | | Yield: | 1.74% | | Morningstar Rating: |  | | Fund Inception Date: | Sep 26, 2010 |
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Michael Jones
Lead Manager since Oct 27, 2008 | | | Mr. Jones co-manages the Fund and in that capacity is primarily responsible for making strategic asset allocation decisions for the Fund. He has been Chairman and Chief Investment Officer of RiverFront since co-founding the firm in April 2008. Previously, Mr. Jones was Chief Investment Officer for Wachovia Securities since 2002. He has more than 23 years of investment experience. Mr. Jones received his BA from the College of William and Mary and his MBA from the Wharton School at the University of Pennsylvania. |
| Min Initial Investment: | 1,000,000 | | 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 |
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| The investment seeks to achieve long-term capital appreciation.
The fund is designed to meet investor needs for a diversified portfolio solution with a defined risk objective of long-term growth through a fully managed investment policy utilizing United States and foreign equity securities, debt and money market securities, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends. It will normally be fully invested in equity securities, including common stock and exchange-traded funds ("ETFs"). |
| Last Dividend
(Dec 20, 2012)
:
| 0.25 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(Jun 16, 2013)
:
| 119.00% | | Average for Category: | 59.11% |
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| Expense | RLFIX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.67% | 1.35% | | Prospectus Net Expense Ratio: | 1.11% | N/A | | Prospectus Gross Expense Ratio: | 1.44% | N/A | | Max 12b1 Fee: | 0.00% | N/A | | Max Front End Sales Load: | N/A | 5.43% | | Max Deferred Sales Load:
| N/A | 2.17% | | 3 Yr Expense Projection*: | 423 | 744 | | 5 Yr Expense Projection*: | 755 | 1,113 | | 10 Yr Expense Projection*: | 1,694 | 2,235 |
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0.22(1.47%) Jun 19