At RiverFront, we offer Fixed Income, Balanced and Equity Solutions for a range of investment objectives and risk tolerances. In the chart below, we show strategies we have defined to align with client investment needs from all fixed income to all equities, ranging from the most conservative at the top to the most aggressive at the bottom. The Balanced strategies and Global Growth, combine RiverFront’s strategic asset allocation process, which uses our Price Matters® mean reversion methodology, with shorter term tactical tilts within the portfolios as market conditions warrant. International Opportunities and Dynamic Fixed Income use our global macroeconomic analysis and quantitative modeling to create portfolios that are flexible and broad in both mandate and implementation.
Additionally, RiverFront has partnered with First Trust and ALPS to sub-advise international equity, domestic equity and fixed income ETFs that may be purchased individually or as part of the RiverShares models. For information about these:
COMPOSITE BENCHMARKS - It is not possible to invest directly in an index
Barclays US Aggregate Bond Index (Barclays Agg) is an unmanaged index that covers the investment grade fixed rate bond market with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. The issues must be rated investment grade, be publicly traded, and meet certain maturity and issue size requirements.
Standard & Poor's 500 Index (S&P 500) measures the performance of 500 large cap stocks, which together represent about 75% of the total US equities market.
The MSCI All Country World (ACWI) is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets. It consists of 46 country indices comprising 23 developed and 23 emerging market country indices.
The MSCI All Country World ex USA Index (ACWX) captures large and mid cap representation across 22 of 23 Developed Markets countries (excluding the US) and 23 Emerging Markets countries. The index covers approximately 85% of the global equity opportunity set outside the US.
Advantage: These portfolios may be invested in stocks, bonds and exchange-traded products (exchange-traded funds (ETFs) and exchange-traded notes (ETNs)). Advantage is offered through separately managed accounts or on model delivery platforms, depending on the Sponsor Firm.
ETF Advantage: These portfolios differ from our Advantage portfolios in they only invest in exchange-traded products (ETFs and ETNs). ETF Advantage is offered through separately managed accounts or on model delivery platforms, depending on the Sponsor Firm.
RiverFront’s Price Matters® discipline compares inflation-adjusted current prices relative to their long-term trend to help identify extremes in valuation.
Stocks represent partial ownership of a corporation. If the corporation does well, its value increases, and investors share in the appreciation. However, if it goes bankrupt, or performs poorly, investors can lose their entire initial investment (i.e., the stock price can go to zero). Bonds represent a loan made by an investor to a corporation or government. As such, the investor gets a guaranteed interest rate for a specific period of time and expects to get their original investment back at the end of that time period, along with the interest earned. Investment risk is repayment of the principal (amount invested). In the event of a bankruptcy or other corporate disruption, bonds are senior to stocks. Investors should be aware of these differences prior to investing.
ETFs are subject to substantially the same risks as those associated with the direct ownership of the securities comprising the index on which the ETF is based. Additionally, the value of the investment will fluctuate in response to the performance of the underlying index. ETFs typically incur fees that are separate from those fees charged by RiverFront. Therefore, investments in ETFs will result in the layering of expenses.
Exchange Traded Funds (ETFs) are sold by prospectus. Please consider the investment objectives, risk, charges and expenses carefully before investing. The prospectus and summary prospectus, which contains this and other information, can be obtained by calling your financial advisor. Read it carefully before you invest. As a portfolio manager and a fiduciary for our clients, RiverFront will consider the investment objectives, risks, charges and expenses of a fund carefully before investing our clients’ assets.
RiverFront has partnered with ALPS, a DST Company, in offering three share classes (A, C & I) for all five of our strategies. For fact sheets, marketing materials, prospectuses, performance, expense information and other details about the mutual funds, you will be directed to the www.alpsfunds.com website.
An investor should consider investment objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other important information. For more information about the RiverFront Funds or to obtain a prospectus, call 1.866.759.5679 or visit www.alpsfunds.com. Read the prospectus carefully before investing.
The Funds are distributed by ALPS Portfolio Solutions Distributor, Inc., 1290 Broadway, Suite 1100, Denver, CO 80203. ALPS Portfolio Solutions Distributor, Inc. is the investment adviser to the Funds and RiverFront Investment Group, LLC is the investment sub-adviser. ALPS is not affiliated with RiverFront Investment Group, LLC.
RiverFront Investment Group, LLC, is an investment advisor registered with the Securities Exchange Commission under the Investment Advisors Act of 1940. The company manages a variety of portfolios utilizing stocks, bonds, and exchange-traded funds (ETFs). Opinions expressed are current as of the date shown and are subject to change. They are not intended as investment recommendations.
Past performance is no guarantee of future results
International and emerging markets investing includes exposure to risks such as currency fluctuations, foreign taxes and regulations, and the potential for illiquid markets and political instability.
Fixed income securities' value generally declines in a rising interest rate environment.
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