Riverfront Moderate Growth & Income Fund - Investor Class

Frequently Asked Questions About RMIAX

What does RMIAX invest in?

The fund's management team aims to achieve its investment goals by carefully selecting and dynamically adjusting its holdings in Exchange-Traded Funds (ETFs). Under typical market conditions, the majority of these ETFs are expected to be those managed by RiverFront's sub-advisers. Additionally, the fund generally targets an underlying asset allocation of 50% in stocks (equities) and 50% in bonds (fixed-income securities), when looking through to the actual assets held by the ETFs.

What is the expense ratio of RMIAX?

An expense ratio for Riverfront Moderate Growth & Income Fund - Investor Class (RMIAX) is not available from our data sources — neither our market-data feed nor the SEC's structured prospectus and annual-report datasets report one for this share class. The fund's prospectus on the issuer's site carries the authoritative fee.

How big is RMIAX?

Riverfront Moderate Growth & Income Fund - Investor Class (RMIAX) manages $47.4M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RMIAX actively managed or an index fund?

RMIAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RMIAX launched?

Riverfront Moderate Growth & Income Fund - Investor Class (RMIAX) launched in January 2019 and is managed by the fund issuer.

How has RMIAX performed?

RMIAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.