Nasdaq - Delayed Quote USD
Financial Investors Trust - RiverFront Asset Allocation Moderate (RMIIX)
11.74
-0.05
(-0.42%)
As of January 21 at 8:00:48 PM EST. Market Open.
Fund Summary
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.
Financial Investors Trust - RiverFront Asset Allocation Moderate
Financial Investors Tr(ALPS)
1290 Broadway, Suite 1100
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | ALPS |
| Net Assets | 50.27M |
| YTD Return | -2.65% |
| Yield | 1.27% |
| Morningstar Rating | |
| Inception Date | Aug 02, 2010 |
Fund Operations
| Last Dividend | 0.04 |
| Last Cap Gain | 0.00 |
| Holdings Turnover | 20.00% |
| Average for Category | -- |
Fees & Expenses
| Expense | RMIIX | Category Average |
|---|---|---|
| Annual Report Expense Ratio (net) | 0.77% | 0.84% |
| Prospectus Net Expense Ratio | 0.77% | -- |
| Prospectus Gross Expense Ratio | 0.77% | -- |
| Max 12b1 Fee | -- | -- |
| Max Front End Sales Load | -- | 5.07% |
| Max Deferred Sales Load | -- | 1.48% |
| 3 Yr Expense Projection | 246 | -- |
| 5 Yr Expense Projection | 428 | -- |
| 10 Yr Expense Projection | 953 | -- |
Management Information
Scott Hays, Lead Manager since March 31, 2020
As Quantitative Portfolio Manager, Scott is responsible for developing and implementing analytical investment approaches in the US Equity and International Equity markets. Prior to joining RiverFront, Scott co-founded and served as Chief Investment Officer of an alternative asset management company that employed a quantitative market-neutral equity approach. Scott also worked for 6 years at Analysis Group, a financial and economic consulting firm, where he managed a team dedicated to valuing illiquid assets such as mortgage-backed securities, real estate, and oil and gas properties.
Scott received a BBA from Millsaps College, Summa Cum Laude, with a double major in Economics and Business Administration. He also earned an MBA with High Honors from the University of Chicago in Analytic Finance, Econometrics/Statistics and Economics. Additionally, Scott has successfully completed the FINRA Series 65 licensing exam. Morningstar Style Box
Morningstar Category
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