RiverFront Dynamic US Flex-Cap ETF (RFFC)

Overview

The RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed ETF that invests in a dynamic mix of US companies across the market capitalization spectrum, seeking long-term capital appreciation. It employs a flexible approach, adjusting its allocations based on RiverFront's market outlook.

Reputation and Reliability

RiverFront Investment Group is a well-established investment advisor. They have a solid reputation for providing investment strategies and solutions.

Management Expertise

RiverFront's management team possesses considerable experience in portfolio management and macroeconomic analysis.

Goal

To seek long-term capital appreciation by investing in a dynamic mix of US companies across the market capitalization spectrum.

Investment Approach and Strategy

Strategy: The ETF uses an active management strategy, not tracking a specific index. It dynamically adjusts its allocations to different market caps and sectors based on RiverFront's investment outlook.

Composition The ETF holds a mix of US stocks, with allocations dynamically shifting between large-cap, mid-cap, and small-cap companies. The fund may also invest in exchange-traded products (ETPs).

Market Share: Data unavailable to accurately estimate the ETF's specific market share within its multi-cap blend category.

Total Net Assets (AUM): 76411535

Key Competitors

• IVV (iShares CORE S&P 500)
• VOO (Vanguard S&P 500)
• SCHX (Schwab U.S. Broad Market ETF)
• IWB (iShares Russell 1000 ETF)

Competitive Landscape

The ETF industry is highly competitive, with numerous options available to investors. RFFC's active management approach differentiates it, but also adds complexity and potentially higher costs. Its advantage lies in RiverFront's dynamic allocation strategy, while a disadvantage is its higher expense ratio compared to passive index funds.

Historical Performance: Historical performance data needed to populate a structured array for graphical representation. Performance data can be accessed through financial data providers.

Benchmark Comparison: Benchmark comparison would require historical performance data. This information is most directly derived from financial data providers.

Expense Ratio: 0.71

Average Trading Volume

The ETF's average trading volume is moderate, indicating reasonable liquidity for most investors, but may not be suitable for very large trades.

Bid-Ask Spread

The bid-ask spread is typically low, suggesting relatively efficient trading, but can widen during periods of high volatility.

Market Environment Factors

Economic indicators such as GDP growth, interest rates, and inflation influence market valuations and sector performance. Sector growth prospects depend on technological advancements, consumer trends, and government policies. Current market conditions, including volatility and investor sentiment, impact the ETF's short-term performance.

Growth Trajectory

RFFC's growth trajectory depends on RiverFront's ability to effectively navigate market cycles and capitalize on investment opportunities. Changes to strategy and holdings are based on RiverFront's investment outlook.

Competitive Edge

RFFC's competitive edge lies in its active management and dynamic allocation strategy, which allows it to adapt to changing market conditions. RiverFront's investment team brings expertise in macroeconomic analysis and portfolio construction. This flexible approach differentiates it from passive index funds, potentially providing an opportunity for outperformance. The ETF's ability to shift allocations between market caps and sectors offers investors diversification and exposure to various growth opportunities. This actively managed strategy, however, comes with the higher expense ratio.

Volatility

The ETF's volatility depends on the volatility of its underlying holdings and RiverFront's active management decisions. Historical data needed to populate.

Market Risk

The ETF is subject to market risk, including the potential for declines in stock prices. Specific risks are associated with the underlying assets. Active management risk exists with poor investment decisions from the management team.

Ideal Investor Profile

The ideal investor for RFFC is one who seeks long-term capital appreciation, is comfortable with moderate risk, and trusts in the active management approach of RiverFront Investment Group.

Market Risk

RFFC is suitable for long-term investors seeking growth and diversification. It may not be the best choice for active traders due to its higher expense ratio or for passive index followers.

The RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed ETF offering exposure to a dynamic mix of U.S. companies across the market capitalization spectrum. Its key strength lies in RiverFront's flexible allocation strategy, enabling the fund to adapt to evolving market conditions. While the higher expense ratio and active management risk are important considerations, the ETF is suitable for investors seeking long-term growth and diversification through an actively managed approach. The fund offers the opportunity for market outperformance but is dependent on the management team's effective strategy and market outlook. Overall, RFFC provides a differentiated approach to the broad U.S. equity market, blending tactical asset allocation with a focus on capital appreciation.

• IWB
• SCHX
• VV
• VTI

Data Sources:

• RiverFront Investment Group
• FactSet
• Morningstar
• SEC Filings

Disclaimers:

The data and analysis provided are for informational purposes only and should not be considered investment advice. Market data is subject to change. Investment decisions should be made in consultation with a qualified financial advisor.