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Upturn AI SWOT - About
RiverFront Dynamic Core Income ETF (RFCI)
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Upturn Advisory Summary
06/30/2025: RFCI (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Number of Analysts
Analysts rated it
Very few follow this stock; limited insights, higher-risk early investing.
1 Year Target Price $0
1 Year Target Price $0
| 0 | Strong Buy |
| 0 | Buy |
| 0 | Hold |
| 0 | Sell |
| 0 | Strong Sell |
Analysis of Past Performance
Type ETF | Historic Profit 5.46% | Avg. Invested days 36 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  2.0 |
| Profits based on simulation | Last Close 06/30/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.78 | 52 Weeks Range 21.17 - 22.54 | Updated Date 06/29/2025 |
52 Weeks Range 21.17 - 22.54 | Updated Date 06/29/2025 |
Upturn AI SWOT
RiverFront Dynamic Core Income ETF
ETF Overview
Overview
The RiverFront Dynamic Core Income ETF (RFCI) seeks to provide current income and, secondarily, long-term capital appreciation by investing in a dynamically allocated portfolio of income-producing assets.
Reputation and Reliability
RiverFront Investment Group is an established investment advisor known for its tactical asset allocation strategies.
Management Expertise
The management team has extensive experience in asset allocation and income investing, utilizing a disciplined, research-driven approach.
Investment Objective
Goal
To provide current income and, secondarily, long-term capital appreciation.
Investment Approach and Strategy
Strategy: RFCI employs a dynamic asset allocation strategy, actively shifting its holdings among various income-producing asset classes based on RiverFront's macroeconomic outlook and valuation analysis.
Composition The ETF holds a mix of fixed income securities (e.g., corporate bonds, government bonds, mortgage-backed securities), dividend-paying stocks, and potentially other income-generating assets like REITs and preferred stocks.
Market Position
Market Share: Data unavailable to provide an accurate market share.
Total Net Assets (AUM): Data unavailable to provide an accurate AUM.
Competitors
Key Competitors
- SPDR Portfolio Aggregate Bond ETF (SPAB)
- iShares Core U.S. Aggregate Bond ETF (AGG)
- Vanguard Total Bond Market ETF (BND)
Competitive Landscape
The competitive landscape is crowded with established bond ETFs. RFCI differentiates itself through its dynamic asset allocation approach. However, this active management may lead to higher expenses and potential underperformance compared to passively managed competitors. RFCI advantages are tactical asset allocation and actively managed fund, but disadvantage is lower AUM than larger more diversified passive ETF's.
Financial Performance
Historical Performance: Historical performance data is unavailable. Refer to fund fact sheets for performance returns.
Benchmark Comparison: Benchmark comparison requires specific performance data against a suitable benchmark.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
The ETF's liquidity is moderate; check the latest fund data for updated information.
Bid-Ask Spread
The bid-ask spread is available on major financial sites.
Market Dynamics
Market Environment Factors
Economic indicators, interest rate movements, credit spreads, and investor sentiment all affect RFCI's performance.
Growth Trajectory
Growth trends depend on the fund's ability to generate income and capital appreciation within its dynamic asset allocation strategy.
Moat and Competitive Advantages
Competitive Edge
RFCI's primary competitive advantage lies in its dynamic asset allocation approach, which aims to adapt to changing market conditions and capture income opportunities. Its active management team seeks to outperform passive bond benchmarks. However, this active approach may lead to higher costs and potential underperformance. Riverfrontu2019s expertise is managing macro-economic changes with the help of its expertise in the markets.
Risk Analysis
Volatility
RFCI's volatility depends on the asset allocation, higher allocation to equities lead to higher volatility.
Market Risk
Market risk includes interest rate risk (changes in interest rates impacting bond values), credit risk (risk of default by bond issuers), and equity market risk (risk of stock price declines).
Investor Profile
Ideal Investor Profile
The ideal investor is seeking current income and potential long-term capital appreciation, and is comfortable with an actively managed approach.
Market Risk
RFCI is suitable for long-term investors seeking income and capital appreciation, and who are tolerant of moderate risk and higher fees associated with active management.
Summary
The RiverFront Dynamic Core Income ETF (RFCI) is an actively managed fund that seeks to generate current income and long-term capital appreciation through dynamic asset allocation. RFCI invests across various income-generating asset classes, with the aim of adapting to changing market conditions. However, its performance will depend on the effectiveness of the active management team and its expense ratio may be higher than passively managed funds. Ideal investors are those seeking a potential source of income and are comfortable with an actively managed ETF.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group
- ETF.com
- Morningstar
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be made in consultation with a qualified financial advisor.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About RiverFront Dynamic Core Income ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund invests in a global portfolio of fixed income securities of various maturities, ratings and currency denominations. It may purchase fixed income securities issued by U.S. or foreign corporations or financial institutions, including debt securities of all types and maturities, convertible securities and preferred stocks.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.