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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
1 / 5 Stars
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TheStreet.com
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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.
Performance
The fund has returned 11.22 percent over the past year.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 7.6% |
| 1 Year | 11.2% |
| 3 Years (Annualized) | N/A |
| 5 Years (Annualized) | N/A |
| 10 Years (Annualized) | N/A |
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 Low compared to funds in the same category.
RiverFront Dynamic Equity Income Fund has an expense ratio of 1.30 percent.
Risk
Risk is N/A compared to funds in the same category according to Morningstar.
