Financial Investors Trust - RiverFront Asset Allocation Growth Fund (RMGAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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Financial Investors Trust - RiverFront Asset Allocation Growth Fund
Financial Investors Tr(ALPS)
1290 Broadway, Suite 1100
Denver, Colorado 80203
866-759-5679
Management information
Rebecca Felton,Lead manager since 30 March 2019
Rebecca serves as Chief Risk Officer and is responsible for the reactive risk management process. She brings over 30 years of industry experience to this role. Rebecca has been with RiverFront since the company’s founding in 2008. She was previously at Wachovia Securities where she served as Senior Vice President and Senior Portfolio Manager for the Wachovia Compass Advisory Program. Additionally at Wachovia, she managed relationships with the firm's national research providers and was responsible for communicating research recommendations to the retail system through live daily broadcasts, written reports and branch seminars. Rebecca earned a BS in Business Administration from the University of Richmond and an MBA from Virginia Commonwealth University.
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
CategoryWorld Large Stock
Fund familyALPS
Net assets19.97M
YTD return8.89%
Yield1.32%
Morningstar rating★★
Inception date1 Aug 2010
Fund operations
Last dividend0.12
Last cap gain0.00
Holdings turnover210.00%
Average for categoryN/A
Fees and expenses
ExpenseRMGAXCategory average
Annual report expense ratio (net)1.03%1.06%
Prospectus net expense ratio1.03%N/A
Prospectus gross expense ratio1.03%N/A
Max 12b1 fee0.25%N/A
Max front end sales loadN/A5.25%
Max deferred sales loadN/A1.21%
3-yr expense projection328N/A
5-yr expense projection568N/A
10-yr expense projection1,258N/A
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