• FirefoxUpgrade to the new Firefox »
  •  Dow Up 0.87% Nasdaq Up 0.34%

    RiverFront Global Allocation A (RMGAX)

    13.26 Up 0.06(0.45%) Dec 22
    Prev Close:13.20
    YTD Return*:3.33%
    Net Assets*:36.70M
    Yield*:0.65%

    * As of 30-Nov-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for RMGAX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    WisdomTree Europe Hedged Equity ETF13.60N/A
    WisdomTree Japan Hedged Equity ETF7.14N/A
    iShares Core S&P 5005.63N/A
    iShares MSCI All Country Asia ex Japan5.51N/A
    WisdomTree LargeCap Dividend ETF4.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:36.7M
    Category:World Stock
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:3.33%
    5y Avg Return:N/A
    Rank in Category (ytd):65
    % Rank in Category (ytd):5.6%
    Beta (3y):0.63
    Morningstar Risk Rating:1

    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. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback