RiverFront Asset Allocation Gr & Inc I (RLIIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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RiverFront Asset Allocation Gr & Inc I
DENVER CO 80201
P.O. BOX 328
FINANCIAL INVESTORS TRUST
3036232577
Management Information
,Lead Manager since November 29, 2023
Adam serves as the Global Equity CIO, responsible for the investments of the US Equity and International Equity teams. In addition, he serves as the Co-Head of the Investment Committee and serves on the Operating Committee. He brings nearly 20 years’ worth of industry experience in quantitative risk management and portfolio analytics. Adam is responsible for the equity decisions made in the various strategies and the development of the factor models used in the investment processes at RiverFront.
Prior to joining RiverFront, Adam worked at the Virginia Retirement System (VRS), where he managed International Equity and REIT Portfolios and developed research on equity selection and portfolio construction. He began his investment career as a fixed income analyst at VRS.
Adam earned a BS from Baldwin-Wallace College with a double major in Mathematical Economics and Finance, and an MA in Financial Economics from Virginia Commonwealth University. He received his Chartered Financial Analyst® designation in 2009.
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Morningstar Category
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Fund Overview
CategoryAllocation--50% to 70% Equity
Fund FamilyALPS
Net Assets77.81M
YTD Return7.44%
Yield3.02%
Morningstar Rating★★
Inception DateAug 1, 2010
Fund Operations
Last Dividend0.18
Last Cap Gain-1.00
Holdings Turnover13.00%
Average for CategoryN/A
Fees & Expenses
ExpenseRLIIXCategory Average
Annual Report Expense Ratio (net)0.67%0.84%
Prospectus Net Expense Ratio0.67%N/A
Prospectus Gross Expense Ratio0.67%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.07%
Max Deferred Sales LoadN/A1.48%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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