1 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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.
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%|
|3 Years (Annualized)||7.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
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 are Above Average compared to funds in the same category.
RiverFront Moderate Growth & Income Fund has an expense ratio of 1.19 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.