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Financial Investors Trust - RiverFront Asset Allocation Moderate (RMIIX)

11.74
-0.05
(-0.42%)
At close: January 21 at 8:00:48 PM EST
Loading Chart for RMIIX
  • Previous Close 11.79
  • YTD Return -2.65%
  • Expense Ratio 0.77%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 50.27M
  • Beta (5Y Monthly) 0.92
  • Yield 1.27%
  • 5y Average Return --
  • Holdings Turnover 20.00%
  • Last Dividend 0.04
  • Inception Date Aug 2, 2010

The investment seeks to provide a level of current income that exceeds the average yield on U.S. stocks and growth of capital. The adviser and sub-adviser seek to achieve the fund's investment objective by strategically investing in, and tactically adjusting allocations to, exchange-traded funds (ETFs) that, under normal market conditions, are expected to primarily consist of ETFs sub-advised by RiverFront. The fund also seeks, under normal market conditions, a target asset allocation, on a look-through basis, of 50% to equities and 50% to fixed-income securities.

ALPS

Fund Family

Allocation--50% to 70% Equity

Fund Category

50.27M

Net Assets

2010-08-02

Inception Date

Performance Overview: RMIIX

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Trailing returns as of 1/21/2022. Category is Allocation--50% to 70% Equity.

YTD Return

RMIIX
2.65%
Category
9.69%
 

1-Year Return

RMIIX
7.50%
Category
27.06%
 

3-Year Return

RMIIX
9.16%
Category
11.00%
 

5-Year Return

RMIIX
7.99%
Category
10.26%
 

Holdings: RMIIX

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Sector Weightings

SectorRMIIX
Technology   26.15%
Healthcare   11.49%
Industrials   10.41%
Real Estate   8.66%
Utilities   1.80%
Energy   1.00%

Recent News: RMIIX

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Research Reports: RMIIX

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