RiverFront Moderate Growth & Income Fund

Scorecard
1 / 5 Stars
Lipper
2 2 3 3 2
Zacks Investment Research
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Standard & Poor's
2 / 5 Stars
TheStreet.com
C- (Hold)

U.S. News evaluated 233 Moderate 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 14.43 percent over the past year, and 7.52 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 4.4%
1 Year 14.4%
3 Years (Annualized) 7.5%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks (1) to provide a level of current income that exceeds the average yield on U.S. stocks in general and (2) to provide a growing stream of income over the years. Under normal conditions, the fund is expected to invest between 50% and 70% of its assets invested in a diversified basket of dividend paying stocks, with the balance of the fund (typically 30-50%) 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 Moderate Growth & Income Fund has an expense ratio of 1.19 percent.

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Risk

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

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