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RiverFront Global Allocation A (RMGAX)

13.41 Up 0.01(0.07%) Jul 23
Prev Close:13.40
YTD Return*:3.71%
Net Assets*:35.70M
Yield*:0.65%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for RMGAX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Vanguard European Stock Index ETF7.29N/A
iShares MSCI All Country Asia ex Jpn Idx5.56N/A
ALPS RiverFront Strategic Income5.36N/A
WisdomTree Japan Hedged Equity4.46N/A
Vanguard Large Cap ETF4.44N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:35.7M
Category:World Allocation
Annual Report Expense Ratio (net):1.15%

Performance & Risk

YTD Return:3.71%
5y Avg Return:N/A
Rank in Category (ytd):82
% Rank in Category (ytd):15.59%
Beta (3y):1.43
Morningstar Risk Rating:4

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
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