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RiverFront Asset Allocation Gr & Inc C RLGCX

Medalist Rating as of | See ALPS Investment Hub
  • NAV / 1-Day Return 13.17  /  0.00
  • Total Assets 77.7 Mil
  • Adj. Expense Ratio
    1.670%
  • Expense Ratio 1.670%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Extensive
  • Status Open
  • TTM Yield 1.81%
  • Turnover 13%

USD | NAV as of Jun 11, 2024 | 1-Day Return as of Jun 11, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RLGCX

Will RLGCX outperform in future?

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings RLGCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

RiverFront Dynamic US Dividend Advtg ETF

19.78 15.3 Mil

First Trust RiverFront Dyn Dev Intl ETF

14.40 11.1 Mil

JPMorgan Equity Premium Income ETF

11.18 8.6 Mil

Vanguard Long-Term Corporate Bd ETF

9.62 7.4 Mil

iShares Core S&P 500 ETF

6.91 5.3 Mil

RiverFront Dynamic Core Income ETF

6.63 5.1 Mil

iShares US Technology ETF

5.02 3.9 Mil

ALPS Active Equity Opportunity ETF

3.81 2.9 Mil

First Trust RiverFront Dyn Em Mkts ETF

3.60 2.8 Mil

RiverFront Strategic Income ETF

3.49 2.7 Mil