RiverFront Global Allocation (S:0P0000N63C)
35.99
+0.94
(+2.67%)
USD |
Jan 31 2026
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of March 05, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| iShares US Technology ETF | 12.16% | 192.15 | 0.37% |
| JPMorgan Equity Premium Income ETF | 8.48% | 58.53 | -0.93% |
| Goldman Sachs ActiveBeta US Large Cap Equity ETF | 8.16% | 131.12 | -0.70% |
| iShares MSCI EAFE Value ETF | 7.20% | 74.63 | -2.15% |
| JPMorgan Ultra-Short Income ETF | 5.16% | 50.58 | -0.01% |
| JPMorgan International Value ETF | 5.14% | 85.88 | -2.11% |
| iShares Core MSCI EAFE ETF | 3.87% | 92.54 | -2.20% |
| iShares MSCI Emerging Markets ex China ETF | 3.16% | 80.15 | -2.64% |
| iShares Core MSCI Emerging Markets ETF | 3.15% | 70.80 | -2.31% |
| Global X US Infrastructure Development ETF | 3.09% | 53.05 | -2.27% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |