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Upturn AI SWOT - About
RiverFront Dynamic Core Income ETF (RFCI)
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Upturn Advisory Summary
10/24/2025: 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.
Analysis of Past Performance
Type ETF | Historic Profit 8.79% | Avg. Invested days 46 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  2.0 | ETF Returns Performance  3.0 |
| Profits based on simulation | Last Close 10/24/2025 |
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 long-term capital appreciation by investing in a diversified portfolio of income-generating assets across various sectors and asset classes.
Reputation and Reliability
RiverFront Investment Group is a well-established investment advisory firm with a focus on tactical asset allocation and risk management.
Management Expertise
The management team has extensive experience in portfolio management, income investing, and dynamic asset allocation.
Investment Objective
Goal
Seeks to provide current income and long-term capital appreciation.
Investment Approach and Strategy
Strategy: The ETF employs a dynamic asset allocation strategy, adjusting its holdings based on macroeconomic conditions and market outlook.
Composition The ETF invests in a mix of stocks, bonds, preferred securities, and other income-producing assets.
Market Position
Market Share: Data not readily available. Market share for niche income ETFs is generally fragmented.
Total Net Assets (AUM): 139626395
Competitors
Key Competitors
- JEPI
- SCHD
- SPHD
- VYM
Competitive Landscape
The income ETF market is highly competitive. RFCI differentiates itself through its dynamic asset allocation strategy. Competitors often focus on specific asset classes or dividend strategies. RFCIu2019s dynamic approach can be advantageous in changing market conditions but may also lead to higher portfolio turnover and potentially higher costs. This ETF has a low total net asset than most of the competitors.
Financial Performance
Historical Performance: Historical financial performance data is not included here, and should be reviewed from reliable sources before making investment decisions.
Benchmark Comparison: Benchmark comparison data is not included here, and should be reviewed from reliable sources before making investment decisions.
Expense Ratio: 0.6
Liquidity
Average Trading Volume
RFCI's average trading volume should be reviewed from reliable sources to assess ease of trading.
Bid-Ask Spread
RFCI's bid-ask spread should be reviewed from reliable sources to measure the potential cost of trading.
Market Dynamics
Market Environment Factors
Economic growth, interest rate changes, inflation, and credit spreads can significantly impact RFCI's performance.
Growth Trajectory
The growth trajectory depends on the ETF's ability to generate consistent income and adapt to changing market conditions, as well as its ability to attract new capital.
Moat and Competitive Advantages
Competitive Edge
RFCI's dynamic asset allocation strategy provides flexibility to adapt to changing market conditions. The ETFu2019s multi-asset approach offers diversification benefits. The ETF's active management seeks to outperform traditional passive income strategies. However, active management also entails increased management fees and portfolio turnover. The firm's expertise and access to investment opportunities provide a competitive edge.
Risk Analysis
Volatility
RFCI's volatility depends on the underlying assets and its dynamic asset allocation strategy.
Market Risk
RFCI faces market risk associated with stocks, bonds, and other income-producing assets. Sector-specific risks and credit risk are also present. Dynamic allocations may increase or reduce risk exposure depending on the strategy's success.
Investor Profile
Ideal Investor Profile
RFCI is suitable for investors seeking current income and long-term capital appreciation with a moderate risk tolerance.
Market Risk
RFCI is suitable for long-term investors seeking a diversified income-generating portfolio.
Summary
The RiverFront Dynamic Core Income ETF (RFCI) offers a diversified income-generating portfolio through dynamic asset allocation. It aims to provide both current income and long-term capital appreciation. The ETF's performance is subject to market risk and depends on the success of the dynamic asset allocation strategy. Investors should carefully consider their risk tolerance and investment objectives before investing in RFCI. The ETF offers a unique investment strategy for investors seeking exposure to a dynamic and actively managed portfolio.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group
- ETF.com
- Morningstar
- Yahoo Finance
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Data is based on available information and may be subject to change. Market share is estimated based on available AUM data.
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.