RMIIX : RiverFront Asset Allocation Moderate Class I

RMIIX is a Allocation Market All-In-One with LOW fees.

RMIIX

RiverFront Asset Allocation Moderate Class I

FI Score

53 /100

Expense Ratio Rating

9 /10

Expense Rating

8 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

53% FI Score
  • rmiix
  • Mutual Fund
  • Allocation
  • All-In-One

RiverFront Asset Allocation Moderate Class I

Expenses: 0.25% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide a level of current income that exceeds the average yield on U.S. stocks and growth of capital. The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to primarily consist of ETFs sub-advised by RiverFront. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 50% to equities and 50% to fixed-income securities.

Largest Holdings

Amount Holding
49.32% RiverFront Dynamic Core Income ETF
30.87% RiverFront Dynamic US Dividend Advtg ETF
10.37% RiverFront Dynamic US Flex-Cap ETF
5.07% First Trust RiverFront Dyn Dev Intl ETF
1.88% RiverFront Dynamic Unconstrained Inc ETF
0.98% RiverFront Strategic Income ETF

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