ALPS Asset Allocation Growth & Income Fund Class A (RAGIX)

Overview

The investment company focuses on achieving its stated investment goal by employing a strategic and tactical approach to investing in exchange-traded funds (ETFs). This strategy includes both ETFs that are sub-advised by RiverFront and those that are unaffiliated, indicating a broad-based and flexible investment philosophy. By maintaining an adaptive asset allocation strategy, the company aims to balance the portfolio with a target of 60% in equities and 40% in fixed-income securities under normal market conditions. This approach signifies their commitment to optimizing investment returns while managing risk through diversified asset allocation.

Products and Services

• Strategic and Tactical ETF Investments

  The core offering involves investing in a diversified portfolio of ETFs, employing both strategic and tactical asset allocation methods. The strategic component focuses on long-term investment in ETFs sub-advised by RiverFront as well as those from unaffiliated entities, embracing a broad market scope. The tactical aspect involves adjusting allocations to capitalize on short-term market movements and opportunities, aiming for a dynamic investment approach that responds to market conditions.

• Target Asset Allocation

  Under normal market conditions, the fund seeks to maintain a target asset allocation, on a look-through basis, of 60% equities and 40% fixed-income. This balanced approach is designed to offer investors a blend of growth through equity investment and stability through fixed-income securities. Such an allocation strategy aims to mitigate risks associated with market volatility while positioning for potential growth, catering to investors seeking a balanced risk-reward profile.