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Morningstar

RiverFront Asset Allocation Gr & Inc Inv RLGAX

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 13.03  /  −0.23 %
  • Total Assets 77.2 Mil
  • Adj. Expense Ratio
    0.920%
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 2.40%
  • Turnover 13%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:17 AM GMT+0

Morningstar’s Analysis RLGAX

Will RLGAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RLGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RLGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RLGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in RiverFront Asset Allocation Gr& Inc Inv's People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RLGAX

More RLGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 82.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RiverFront Dynamic US Dividend Advtg ETF

19.36 15.6 Mil
—

First Trust RiverFront Dyn Dev Intl ETF

14.18 11.4 Mil
—

JPMorgan Equity Premium Income ETF

11.31 9.1 Mil
—

Vanguard Long-Term Corporate Bd ETF

8.87 7.2 Mil
—

iShares Core S&P 500 ETF

6.85 5.5 Mil
—

RiverFront Dynamic Core Income ETF

6.69 5.4 Mil
—

iShares US Technology ETF

4.83 3.9 Mil
—

ALPS Active Equity Opportunity ETF

3.76 3.0 Mil
—

RiverFront Strategic Income ETF

3.52 2.8 Mil
—

First Trust RiverFront Dyn Em Mkts ETF

3.47 2.8 Mil
—