RiverFront Global Allocation C
1290 BroadwaySuite 1100Denver, Colorado 80203
Map
Phone: 866-759-5679
| Category: | Aggressive Allocation | | Fund Family: | ALPS | | Net Assets: | 22.43M | | Year-to-Date Return: | 2.52% | | Yield: | 0.94% | | Morningstar Rating: | N/A | | Fund Inception Date: | Aug 1, 2010 |
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Michael Jones
Lead Manager since Aug 1, 2010 | | | 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: | 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 |
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| 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. |
| Last Dividend
(Dec 20, 2012)
:
| 0.11 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 19, 2013)
:
| 163.00% | | Average for Category: | 47.85% |
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| Expense | RMGCX | Category Avg |
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| Annual Report Expense Ratio (net): | 2.05% | 0.93% | | Prospectus Net Expense Ratio: | 2.15% | N/A | | Prospectus Gross Expense Ratio: | 2.77% | N/A | | Max 12b1 Fee: | 0.75% | N/A | | Max Front End Sales Load: | N/A | 5.35% | | Max Deferred Sales Load:
| 1.00% | 2.48% | | 3 Yr Expense Projection*: | 800 | 699 | | 5 Yr Expense Projection*: | 1,409 | 1,073 | | 10 Yr Expense Projection*: | 3,050 | 2,114 |
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0.07(0.58%) May 24