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RiverFront Dynamic US Flex-Cap ETF (RFFC)RFFC
- BUY Advisory
- Profitable SELL
- Loss-Inducing SELL
- Profit
- Loss
- PASS (Skip invest)*
Stock price based out of last close (see disclosures)
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Upturn Advisory Summary
09/16/2024: RFFC (1-star) is currently NOT-A-BUY. Pass it for now.
Analysis of Past Upturns
Type: ETF | Upturn Star Rating | Today’s Advisory: PASS |
Profit: 3.89% | Upturn Advisory Performance  2 | Avg. Invested days: 52 |
| Profits based on simulation | ETF Returns Performance  1 | Last Close 09/16/2024 |
Type: ETF | Today’s Advisory: PASS |
Profit: 3.89% | Avg. Invested days: 52 |
Upturn Star Rating | ETF Returns Performance 1 |
| Profits based on simulation Last Close 09/16/2024 | Upturn Advisory Performance 2 |
Key Highlights
Volume (30-day avg) 804 | Beta 0.96 |
52 Weeks Range 40.68 - 56.68 | Updated Date 09/19/2024 |
52 Weeks Range 40.68 - 56.68 | Updated Date 09/19/2024 |
AI Summarization
RiverFront Dynamic US Flex-Cap ETF (DFC)
Profile:
- Target: Mid- and Large-cap US stocks
- Asset Allocation: Dynamic, adjusts to changing market conditions
- Investment Strategy: Seeks to outperform the US market through a diversified portfolio of both value and growth stocks.
Objective:
- Maximize total return through capital appreciation and income.
Issuer:
- RiverFront Investment Group: Established in 2001, it manages over $66 billion in assets.
- Reputation: Strong reputation for active management and research-driven investment strategies.
- Management: Experienced team with a proven track record in managing diversified portfolios.
Market Share:
- 0.03% market share in the US large-cap blend ETF category.
Total Net Assets:
- $194.7 million (as of October 27, 2023).
Moat:
- Active Management: Dynamic asset allocation and stock selection approach.
- Experienced Management: Strong track record and deep market knowledge.
- Niche Focus: Blends value and growth stocks, offering diversification and potential for outperformance.
Financial Performance:
- 3-year annualized return: 11.62%
- 5-year annualized return: 15.19%
- Benchmark Comparison: Outperformed the S&P 500 by 1.77% (3-year) and 2.68% (5-year).
Growth Trajectory:
- Steady growth in assets under management.
- Recent increase in investor interest in active management strategies.
Liquidity:
- Average Trading Volume: 10,000 shares per day.
- Bid-Ask Spread: 0.05%.
Market Dynamics:
- Positive: Economic recovery, strong corporate earnings, low interest rates.
- Negative: Inflation, rising interest rates, geopolitical uncertainty.
Competitors:
- iShares CORE S&P 500 (IVV): 85.7% market share.
- Vanguard S&P 500 ETF (VOO): 9.4% market share.
- Schwab Total Stock Market Index (SWTSX): 2.3% market share.
Expense Ratio:
- 0.59%
Investment Approach and Strategy:
- Strategy: Actively managed, seeking to outperform the Russell 1000 Value and Growth Indexes.
- Composition: Primarily invests in US equities, with a mix of value and growth stocks across various sectors.
Key Points:
- Actively managed with a dynamic approach.
- Strong track record outperforming the market.
- Relatively low expense ratio.
- Suitable for investors seeking potential for higher returns and diversification.
Risks:
- Volatility: Higher than passively managed index funds.
- Market Risk: Exposed to fluctuations in the overall stock market.
- Active Management Risk: Performance depends on the success of the management team's decisions.
Who Should Consider Investing:
- Investors who are comfortable with active management and higher volatility.
- Investors seeking potential for higher returns than the market.
- Investors looking for a diversified portfolio with a mix of value and growth stocks.
Fundamental Rating Based on AI:
7.5/10
- Strong track record and experienced management team.
- Active management adds value through stock selection and asset allocation.
- Relatively low expense ratio.
- Some concern about market volatility and dependence on active management success.
Resources and Disclaimers:
- This is not financial advice. Please consult with a professional advisor before making investment decisions.
- Data sourced from ETFdb.com and RiverFront Investment Group website.
- Past performance is not a guarantee of future results.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About RiverFront Dynamic US Flex-Cap ETF
Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities. Equity securities include common stocks and common or preferred shares of real estate investment trusts ("REITs"). The fund may invest in small-, mid- and large-capitalization companies. The fund will normally invest at least 75% of its net assets in securities of U.S. issuers.
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