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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.

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • CommonWealth PPS
  • LPL SAM Eligible - 6.18.2020
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Schwab Retail
  • Schwab RPS SDE
  • Nationwide Retirement Resource
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Schwab RPS All
  • Scottrade TF
  • Scottrade NTF
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • ADP Access
  • Mid Atlantic Capital Group
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • TD Ameritrade Retail NTF
  • TD Ameritrade Institutional NTF
  • ADP Access Open Fund Architecture
  • DailyAccess Corporation Mid-Atlantic
  • RBC Wealth Management-Wrap Eligible
  • Vanguard TF
  • Nationwide Retirement Flexible Advantage
  • DailyAccess Corporation Matrix
  • DailyAccess Corporation Schwab
  • DailyAccess Corporation MATC
  • LPL SWM - 6.18.2020
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Commonwealth (PPS Access Program)
  • Commonwealth (PPS/Advisory)
  • Allowab (non-advisory)

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.

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

Performance & Risk

YTD Return 5.74%
5y Average Return 4.75%
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating

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