RiverFront Dynamic US Dividend Advantage ETF (RFDA)

Overview

The Fund is a diversified investment fund that focuses on investing a significant portion of its assets into equity securities of publicly traded U.S. companies which show promise for dividend income. It primarily targets companies that not only offer the potential for income through dividends but also have the prospect for capital appreciation. The fund maintains a strategic approach by allocating at least 65% of its net assets into these equity securities, aiming to cater to investors looking for income-generating investments in the equity market. The fund's investment spectrum covers a broad range of industries and sectors, encompassing small-, mid-, and large-capitalization companies, providing a balanced mix that caters to varying investor preferences for risk and return. By incorporating real estate investment trusts (REITs) into its portfolio, it also diversifies its investments beyond traditional equity securities, offering exposure to the real estate sector.

Products and Services

• Equity Securities of Publicly Traded U.S. Companies: The fund focuses on investing in common stocks and common or preferred shares of companies listed in the United States. This includes a range of sectors and industries, providing investors with the potential for dividend income along with capital appreciation. The selection process prioritizes companies that exhibit a robust potential for growth and stability, aiming at generating returns for the investors.

• Real Estate Investment Trusts (REITs): Part of the fund's portfolio includes common or preferred shares of REITs, offering investors an opportunity to gain exposure to real estate investments without directly investing in physical properties. REITs are known for distributing a majority of their taxable income to shareholders and can offer a consistent stream of dividend income, alongside the potential for long-term capital growth. This addition diversifies the fund's investment portfolio and taps into the unique opportunities within the real estate sector.

• Small-, Mid-, and Large-Capitalization Companies: The fund's investment strategy encompasses companies of various sizes, including small-, medium-, and large-cap stocks. This diversified approach allows investors to benefit from the growth potential of small and mid-size companies as well as the stability and reliability of large-cap firms. It aims to balance the risk and return within the portfolio by spreading investments across companies with different market capitalizations, leveraging opportunities in various stages of the business cycle.