RiverFront Dynamic Core Income ETF (RFCI)

Overview

The RiverFront Dynamic Core Income ETF (RFCI) is an actively managed ETF that seeks to provide current income. It invests across a range of asset classes, including U.S. and international equities, bonds, and alternative investments, and dynamically adjusts its asset allocation based on RiverFront's market outlook.

Reputation and Reliability

RiverFront Investment Group is a well-established investment advisor known for its multi-asset class strategies and active risk management.

Management Expertise

RiverFront's management team has extensive experience in asset allocation, portfolio construction, and risk management.

Goal

The fund seeks current income.

Investment Approach and Strategy

Strategy: RFCI is actively managed and does not track a specific index. The fund uses a dynamic asset allocation strategy to pursue its income objective.

Composition The ETF holds a mix of U.S. and international stocks, bonds (including government, corporate, and high-yield), and alternative investments like REITs.

Market Share: Data unavailable.

Total Net Assets (AUM): 38260000

Key Competitors

• JEPI
• SCHD
• XYLD
• SPHD

Competitive Landscape

The income ETF landscape is highly competitive with numerous passive and active strategies. RFCI differentiates itself through its dynamic asset allocation approach and focus on generating current income across various asset classes. Competitors such as JEPI and XYLD rely on covered call strategies while SCHD focuses on dividend-paying stocks. RFCI's active management provides flexibility but adds potential for underperformance.

Historical Performance: Data unavailable.

Benchmark Comparison: Data unavailable.

Expense Ratio: 0.006

Average Trading Volume

The average trading volume for RFCI is relatively low, indicating potentially lower liquidity compared to more popular ETFs.

Bid-Ask Spread

The bid-ask spread for RFCI might be wider than highly liquid ETFs, potentially increasing trading costs.

Market Environment Factors

RFCI's performance is influenced by macroeconomic factors such as interest rates, inflation, and economic growth, as well as the performance of the underlying asset classes it invests in.

Growth Trajectory

Given the actively managed nature and focus on income, the growth trajectory relies on the fund manager's ability to adapt the asset allocation to changing market conditions and generate consistent income.

Competitive Edge

RFCI's competitive advantage lies in its dynamic asset allocation strategy, which allows it to adjust its portfolio based on RiverFront's market outlook. This flexibility potentially enables the fund to capitalize on opportunities and mitigate risks across different asset classes. The active management approach seeks to generate higher income than passive strategies. However, success is contingent on the skill of the fund managers and RiverFrontu2019s research process.

Volatility

The volatility of RFCI depends on the volatility of its underlying asset classes, including stocks, bonds, and alternative investments. Its dynamic asset allocation strategy aims to manage volatility, but it is still subject to market fluctuations.

Market Risk

RFCI is exposed to market risk across multiple asset classes, including equity risk, interest rate risk, credit risk (in the bond portfolio), and risks associated with alternative investments like REITs. Changes in economic conditions or investor sentiment can negatively impact the fund's performance.

Ideal Investor Profile

RFCI is suitable for income-seeking investors who are comfortable with active management and a diversified portfolio of stocks, bonds, and alternative investments.

Market Risk

RFCI may be suitable for long-term investors seeking current income and diversification, but it is not a passive index-tracking ETF.

RiverFront Dynamic Core Income ETF (RFCI) is an actively managed ETF designed to generate current income through a diversified portfolio of stocks, bonds, and alternative investments. Its dynamic asset allocation strategy aims to adapt to changing market conditions, offering flexibility but also relying on the expertise of RiverFront's management team. While the fund's expense ratio is low, its historical performance and liquidity need careful consideration. It is best suited for income-seeking investors comfortable with active management and a diversified portfolio.

• SPYI
• DGRO
• VYM
• IDV
• HDV

Data Sources:

• RiverFront Investment Group website
• ETF.com
• Morningstar

Disclaimers:

The data provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and a thorough understanding of the risks involved.