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Financial Investors Trust - RiverFront Asset Allocation Moderate (RMIIX)

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11.74-0.05 (-0.42%)
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Financial Investors Trust - RiverFront Asset Allocation Moderate

Financial Investors Tr(ALPS)

1290 Broadway, Suite 1100

Denver, Colorado 80203

866-759-5679
Management information
Scott Hays,Lead manager since 30 March 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
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryAllocation--50% to 70% Equity
Fund familyALPS
Net assets50.27M
YTD return-2.65%
Yield1.27%
Morningstar rating★★
Inception date1 Aug 2010

Fund operations

Last dividend0.04
Last cap gain0.00
Holdings turnover20.00%
Average for categoryN/A

Fees and expenses

ExpenseRMIIXCategory average
Annual report expense ratio (net)0.77%0.84%
Prospectus net expense ratio0.77%N/A
Prospectus gross expense ratio0.77%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection246N/A
5-yr expense projection428N/A
10-yr expense projection953N/A