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Riverfront Asset Allocation Growth & Income Class Investor (0P0000O54M)

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14.060 -0.040    -0.28%
24/12 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  ALPS
Asset Class:  Equity
  • Morningstar Rating:
  • Total Assets: 8.42M
RiverFront Dynamic Equity Income Fund Class A 14.060 -0.040 -0.28%

0P0000O54M Overview

 
Find basic information about the Riverfront Asset Allocation Growth & Income Class Investor mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add 0P0000O54M MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change9.13%
Prev. Close14.1
Risk Rating
TTM Yield2.95%
ROE28.56%
IssuerALPS
Turnover36%
ROA13.72%
Inception DateAug 02, 2010
Total Assets8.42M
Expenses0.50%
Min. Investment2,500
Market Cap102.06B
CategoryAllocation - - 50% to 70% Equity
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Riverfront Asset Allocation Growth & Income Class Investor Analysis


Performance

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Condition

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Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1142 1027 1193 1151 1386 1738
Fund Return 14.16% 2.68% 19.33% 4.8% 6.75% 5.69%
Place in category 352 443 362 312 456 384
% in Category 49 65 49 47 72 80

Top Equity Funds by ALPS

  Name Rating Total Assets YTD% 3Y% 10Y%
  Morningstar Aggressive Growth ETF 1 138.22M 18.70 8.05 8.55
  Morningstar Aggressive Growth ETF 2 59.13M 18.43 7.79 8.28
  RiverFront Dynamic Equity Income Fi 42.56M 14.43 5.06 5.94
  ALPS Red Rocks Listed Private Equit 37.56M 23.45 5.63 10.02
  ALPS Kotak India Growth Fund Clai 35.05M 14.65 6.76 8.51

Top Funds for Allocation--50% to 70% Equity Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds American Balanced A 111.1B 16.59 6.58 8.25
  Vanguard Wellington Admiral 102.03B 17.05 6.03 8.62
  American Funds American Balanced R6 56.02B 16.91 6.91 8.59
  Vanguard Balanced Index Adm 47.65B 17.54 5.48 8.44
  Fidelity Advisor Balanced A 42.26B 18.41 6.40 9.45

Top Holdings

Name ISIN Weight % Last Change %
  RiverFront Dynamic US Dividend Advantage US00162Q5282 20.22 57.00 +0.78%
  First Trust RiverFront Dynamic DM US33739P6088 13.71 61.30 +0.33%
JPMorgan Equity Premium Income ETF - 11.22 - -
  Vanguard Long-Term Corporate Bond US92206C8139 9.56 75.16 +0.01%
  ishares S&P 500 US4642872000 7.23 604.36 +1.12%

Technical Summary

Type Daily Weekly Monthly
Moving Averages Sell Neutral Buy
Technical Indicators Strong Sell Sell Strong Buy
Summary Strong Sell Neutral Strong Buy
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