RLTAX : RiverFront Asset Allocation Aggressive Class Investor

RLTAX is a Allocation Market Total World with LOW fees.

RLTAX

RiverFront Asset Allocation Aggressive Class Investor

FI Score

46 /100

Expense Ratio Rating

9 /10

Expense Rating

5 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

46% FI Score
  • rltax
  • Mutual Fund
  • Allocation
  • Total World

RiverFront Asset Allocation Aggressive Class Investor

Expenses: 0.50% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

The investment seeks to achieve long term capital appreciation. The fund is designed to meet investor needs for a diversified portfolio solution with a defined objective of long-term growth through a fully managed investment policy utilizing primarily RiverFront ETFs that collectively feature a mix of exposure to equity securities and debt securities (with a strong emphasis on the former) of both United States and foreign issuers, the combination of which will be varied from time to time both with respect to types of securities and markets in response to changing market and economic trends.

Largest Holdings

Amount Holding
30.63% RiverFront Dynamic US Flex-Cap ETF
30.39% RiverFront Dynamic US Dividend Advtg ETF
14.96% First Trust RiverFront Dyn Dev Intl ETF
11.43% First Trust RiverFront Dyn Em Mkts ETF
6.50% First Trust RiverFront Dynamic Eurp ETF
3.46% First Trust RiverFront Dyn Asia Pac ETF
1.36% RiverFront Dynamic Core Income ETF

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo