RiverFront Dynamic Equity Income Fund

Scorecard
1 / 5 Stars
Lipper
1 1 5 2 3
Zacks Investment Research
4 (Sell)
Standard & Poor's
1 / 5 Stars
TheStreet.com
D (Sell)

#76 in Aggressive Allocation

U.S. News evaluated 120 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.18 percent over the past year, and 7.18 percent over the past three years.

Trailing Returns Updated 03.31.2014
Year to date 0.7%
1 Year 13.2%
3 Years (Annualized) 7.2%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

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

Fees are Above Average compared to funds in the same category.
RiverFront Dynamic Equity Income Fund has an expense ratio of 1.20 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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