RiverFront Global Allocation Fund

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

U.S. News evaluated 120 World 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 19.43 percent over the past year, and 7.84 percent over the past three years.

Trailing Returns Updated 06.30.2014
Year to date 3.7%
1 Year 19.4%
3 Years (Annualized) 7.8%
5 Years (Annualized) N/A
10 Years (Annualized) N/A

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Summary

The investment seeks to provide high total investment return. The fund's portfolio is built around a long-term strategic allocation which allocates the fund's investments to large cap stocks, small and mid-cap stocks, international securities (including emerging markets), and bonds. It will normally be invested in 80% equity securities (including common stock and ETFs) and 20% fixed income securities (including corporate debt and ETFs). The portfolio management team may depart from the targeted allocation range when they feel that certain sectors of the financial markets are overvalued or undervalued.

Fees

Fees are Low compared to funds in the same category.
RiverFront Global Allocation Fund has an expense ratio of 1.19 percent.

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Risk

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

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