ALPS Asset Allocation Growth & Income Fund Class Investor (RLGAX)

Overview

The fund described focuses on achieving its investment objective through a strategic and tactical approach to investing in exchange-traded funds (ETFs). It uniquely leverages the expertise of its adviser and sub-advisers in managing allocations across both affiliated and unaffiliated ETFs. This methodology allows for a dynamic adjustment of asset allocations to navigate varying market conditions effectively. Moreover, the fund maintains a target asset allocation aimed at balancing growth and stability, with a mix of 60% equities and 40% fixed-income securities under normal market conditions.

Products and Services

• Strategically Managed ETF Investments

  This product involves the careful selection and management of investments in exchange-traded funds, primarily focusing on those advised or sub-advised by RiverFront. The strategy aims to capitalize on the diverse opportunities within the ETF landscape, ensuring a broad market exposure tailored to the fund's objectives.

• Tactical Allocation Adjustments

  The service involves dynamic adjustments to the asset allocations within the portfolio. Depending on current and forecasted market conditions, allocations can shift between different ETFs and asset classes. This tactical approach aims to optimize returns while managing investment risks, adapting to the evolving financial markets.

• Target Asset Allocation

  Focusing on a predetermined asset allocation of 60% equities and 40% fixed-income securities, the fund seeks to maintain a balanced investment portfolio. This target allocation is designed to foster growth through equity investments while mitigating risks through fixed-income securities, providing a structured approach to achieving the fund's long-term investment objectives.