1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
1 / 5 Stars
#77 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 10.26 percent over the past year, and 7.01 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.6%|
|3 Years (Annualized)||7.0%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to achieve long-term growth and income through a combination of capital appreciation and rising dividend payments that exceeds the average yield on global stocks generally. Under normal conditions, the fund is expected to have between 60% and 90% of its assets invested in a diversified basket of dividend paying stocks, with the balance of the fund (typically 10%-40%) invested in various other income-paying securities, including corporate debt. The fixed-income securities may be of any quality or duration. The fund may also invest significantly in exchange-traded funds ("ETFs").
Fees are Above Average compared to funds in the same category.
RiverFront Dynamic Equity Income Fund has an expense ratio of 1.20 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.