Nasdaq - Delayed Quote • USD
Financial Investors Trust - RiverFront Asset Allocation Growth Fund (RMGAX)
At close: November 25 at 8:00 PM EST
Fund Summary
The investment seeks to provide high total investment return. The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to primarily consist of ETFs sub-advised by RiverFront. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 80% to equities and 20% to fixed-income securities.
Risk Overview
| Morningstar Risk Rating | |
| Best 1Y Total Return | 19.70% |
| Worst 1Y Total Return | -13.57% |
| Number of Years Up | 5 |
| Number of Years Down | 3 |
Performance & Risk
| YTD Return | 8.58% |
| 5y Average Return | 4.40% |
| Rank in Category (ytd) | 85 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.90 |
| Morningstar Risk Rating |
Risk Statistics
| 3 Years | 5 Years | 10 Years | ||||
|---|---|---|---|---|---|---|
| RMGAX | Category Average | RMGAX | Category Average | RMGAX | Category Average | |
| Alpha | -0.78 | 0.05 | 1.25 | 0.03 | -- | 0.04 |
| BETA | 0.9 | 0.01 | 0.81 | 0.01 | -- | 0.01 |
| Mean Annual Return | 0.43 | 0.01 | 0.27 | 0.01 | -- | 0.01 |
| R-squared | 87.82 | 0.86 | 82.55 | 0.83 | -- | 0.83 |
| Standard Deviation | 11.01 | 0.18 | 11.25 | 0.15 | -- | 0.15 |
| Sharpe Ratio | 0.32 | 0.01 | 0.2 | 0.01 | -- | 0.01 |
| Treynor Ratio | 3.36 | 0.11 | 1.97 | 0.12 | -- | 0.1 |
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