Financial Investors Trust - RiverFront Asset Allocation Aggressive (RLAAX)
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Financial Investors Trust - RiverFront Asset Allocation Aggressive
FINANCIAL INVESTORS TRUST
P.O. BOX 328
DENVER CO 80201
866-759-5679
Management Information
Scott Hays,Lead Manager since March 30, 2020
As Quantitative Portfolio Manager, Scott is responsible for developing and implementing analytical investment approaches in the US Equity and International Equity markets. Prior to joining RiverFront, Scott co-founded and served as Chief Investment Officer of an alternative asset management company that employed a quantitative market-neutral equity approach. Scott also worked for 6 years at Analysis Group, a financial and economic consulting firm, where he managed a team dedicated to valuing illiquid assets such as mortgage-backed securities, real estate, and oil and gas properties.
Scott received a BBA from Millsaps College, Summa Cum Laude, with a double major in Economics and Business Administration. He also earned an MBA with High Honors from the University of Chicago in Analytic Finance, Econometrics/Statistics and Economics. Additionally, Scott has successfully completed the FINRA Series 65 licensing exam.
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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
CategoryWorld Large-Stock Blend
Fund FamilyALPS
Net Assets27.81M
YTD Return-4.28%
Yield1.16%
Morningstar Rating★
Inception DateJun 11, 2018
Fund Operations
Last Dividend0.17
Last Cap Gain0.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseRLAAXCategory Average
Annual Report Expense Ratio (net)1.15%0.95%
Prospectus Net Expense Ratio1.15%N/A
Prospectus Gross Expense Ratio1.15%N/A
Max 12b1 Fee0.25%N/A
Max Front End Sales Load5.50%5.11%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection895N/A
5 Yr Expense Projection1,148N/A
10 Yr Expense Projection1,869N/A
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