ALPS Asset Allocation Growth & Income Fund Class C (RLGCX)

Overview

The fund, advised and sub-advised, is designed to meet its investment objectives through a strategic and tactical allocation of assets in exchange-traded funds (ETFs). Under normal market conditions, this allocation primarily consists of ETFs that are sub-advised by RiverFront as well as those from unaffiliated entities. With a focus on maintaining a balance between risk and reward, the fund aims for a target asset allocation that typically comprises 60% equities and 40% fixed-income securities. This approach allows the fund to navigate through varying market conditions while striving for growth and income.

Products and Services

• Strategic and Tactical ETF Investments

  The foundation of the fund's investment approach involves strategic investments in a mix of ETFs that are expected to generate desirable returns under normal market conditions. These ETFs are chosen with a focus on those sub-advised by RiverFront, alongside a selection of unaffiliated ETFs. This blend allows the fund to take advantage of RiverFront's expertise while also diversifying its exposure across different asset managers and investment strategies.

• Target Asset Allocation

  To balance the pursuit of growth with the need for income, the fund targets a specific asset allocation of 60% equities and 40% fixed-income securities. This allocation is managed on a "look-through" basis, providing a clear view of the fund's underlying investments. The aim is to achieve an optimal mix of assets that can support the fund's investment objectives while adapting to changes in the market conditions.