Canada markets open in 8 hours 8 minutes

River Canyon Total Return Bond Instl (RCTIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
10.070.00 (0.00%)
At close: 08:00PM EDT

River Canyon Total Return Bond Instl

Columbus, OH 43214

4041 N. High Street, Suite 402

Advisers Investment Trust

(614) 255-5550
Management Information
,Lead Manager since January 27, 2023
Adam Rizkalla is a Senior Vice President within the Investment team at Canyon. Mr. Rizkalla joined Canyon in 2022 and primarily focuses on structured products including asset-backed securities, residential mortgage-backed securities, and commercial mortgage-backed securities. Prior to joining Canyon, Mr. Rizkalla worked at Thornburg Investment Management, where he invested in a variety of structured products. Previously, Mr. Rizkalla worked at J.P. Morgan as an investment banker in the Structured Products Group. Mr. Rizkalla is a graduate of Seattle Pacific University (B.A., Accounting). Mr. Rizkalla is a CFA® charterholder.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryMultisector Bond
Fund FamilyRiver Canyon
Net Assets691.3M
YTD Return1.44%
Yield8.67%
Morningstar Rating★★★★★
Inception DateDec 29, 2014

Fund Operations

Last Dividend0.24
Last Cap Gain-16.00
Holdings Turnover71.33%
Average for CategoryN/A

Fees & Expenses

ExpenseRCTIXCategory Average
Annual Report Expense Ratio (net)0.69%0.97%
Prospectus Net Expense Ratio0.69%N/A
Prospectus Gross Expense Ratio0.91%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A3.78%
Max Deferred Sales LoadN/A1.15%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A