RFFC
RFFC 1-star rating from Upturn Advisory

RiverFront Dynamic US Flex-Cap ETF (RFFC)

RiverFront Dynamic US Flex-Cap ETF (RFFC) 1-star rating from Upturn Advisory
$65.38
Last Close (24-hour delay)
Profit since last BUY11.7%
upturn advisory logo
Consider higher Upturn Star rating
BUY since 106 days
  • BUY Advisory
  • SELL Advisory (Profit)
  • SELL Advisory (Loss)
  • Profit
  • Loss
  • Pass (Skip investing)
Upturn Stock price based on last close icon Stock price based on last close
*as per simulation
(see disclosures)
Time period over
  • ALL
  • 1Y
  • 1M
  • 1W

Upturn Advisory Summary

11/07/2025: RFFC (1-star) has a low Upturn Star Rating. Not recommended to BUY.

Upturn Star Rating

Upturn 1 star rating for performance

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 32.88%
Avg. Invested days 73
Today’s Advisory Consider higher Upturn Star rating
Upturn Star Rating upturn star rating icon
Upturn Advisory Performance Upturn Advisory Performance icon 4.0
ETF Returns Performance Upturn Returns Performance icon 5.0
Upturn Profits based on simulation icon Profits based on simulation
Upturn last close icon Last Close 11/07/2025

Key Highlights

Volume (30-day avg) -
Beta 1.01
52 Weeks Range 49.10 - 60.76
Updated Date 06/29/2025
52 Weeks Range 49.10 - 60.76
Updated Date 06/29/2025

Icon representing Upturn AI-generated SWOT analysis summary Upturn AI SWOT

RiverFront Dynamic US Flex-Cap ETF

RiverFront Dynamic US Flex-Cap ETF(RFFC) company logo displayed in Upturn AI summary

ETF Overview

overview logo Overview

The RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed ETF that invests in a dynamic allocation of U.S. companies across the market capitalization spectrum, seeking long-term capital appreciation.

Reputation and Reliability logo Reputation and Reliability

RiverFront Investment Group is a well-established investment firm with a history of providing investment solutions and managing assets.

Leadership icon representing strong management expertise and executive team Management Expertise

RiverFront's investment team has experience in active management and a disciplined investment process.

Investment Objective

Icon representing investment goals and financial objectives Goal

To seek long-term capital appreciation.

Investment Approach and Strategy

Strategy: RFFC is actively managed and doesn't track a specific index. It employs a flexible approach to asset allocation across market caps.

Composition The ETF primarily holds U.S. equities across various sectors and market capitalizations.

Market Position

Market Share: RFFC's market share within the flex-cap ETF segment is relatively small.

Total Net Assets (AUM): 30820000

Competitors

Key Competitors logo Key Competitors

  • JHSC
  • DFAS
  • DUSA

Competitive Landscape

The flex-cap ETF market is moderately competitive, with a mix of actively and passively managed funds. RFFC's active management seeks to provide an edge, but it comes with higher expense ratios and potential underperformance compared to low-cost passive alternatives. RFFC has smaller AUM compared to some competitors.

Financial Performance

Historical Performance: Historical performance data needs to be sourced from financial data providers.

Benchmark Comparison: The ETF's performance should be compared to a relevant benchmark, such as a blended index reflecting its flexible market cap allocation.

Expense Ratio: 0.78

Liquidity

Average Trading Volume

The ETF's average trading volume is low, potentially indicating lower liquidity compared to larger, more established ETFs.

Bid-Ask Spread

The bid-ask spread may be wider due to the ETF's lower trading volume, which can increase trading costs.

Market Dynamics

Market Environment Factors

Economic growth, interest rates, and market sentiment influence the performance of flex-cap ETFs.

Growth Trajectory

Growth depends on the fund manager's ability to select securities and adapt to changing market conditions. Active management strategies and holding adjustments may also influence performance.

Moat and Competitive Advantages

Competitive Edge

RFFC's active management and flexible approach to market capitalization allocation may offer a competitive advantage by potentially outperforming passive strategies. The investment team's expertise and disciplined process could contribute to differentiated returns. However, the active management strategy and fund size also pose unique challenges to the fund's overall success. The fund's ability to deliver alpha consistently is key to justifying its higher expense ratio.

Risk Analysis

Volatility

The ETF's volatility is influenced by the volatility of its underlying holdings and the fund's active management strategy.

Market Risk

Market risk includes the potential for losses due to economic downturns, industry-specific factors, or overall market declines.

Investor Profile

Ideal Investor Profile

RFFC is suitable for investors seeking long-term capital appreciation with a tolerance for moderate to high risk and who believe in active management's ability to generate alpha.

Market Risk

This ETF may be best for long-term investors who are comfortable with active management and a flexible approach to market cap allocation, rather than passive index followers.

Summary

The RiverFront Dynamic US Flex-Cap ETF is an actively managed fund that seeks capital appreciation by investing across the U.S. market cap spectrum. Its active management approach and flexible allocation strategy may offer opportunities for outperformance, but the higher expense ratio and smaller AUM are considerations. Investors should assess their risk tolerance, investment goals, and belief in active management before investing. The ETF's performance is subject to market fluctuations and the investment team's skill in navigating changing market conditions.

Similar ETFs

Sources and Disclaimers

Data Sources:

  • RiverFront Investment Group
  • Financial data providers (e.g., Bloomberg, Morningstar)
  • ETF.com

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be made based on individual circumstances and consultation with a qualified financial advisor. Past performance is not indicative of future results.

Information icon for Upturn AI Summarization accuracy disclaimer AI Summarization is directionally correct and might not be accurate.

Information icon for Upturn AI Summarization data freshness disclaimer Summarized information shown could be a few years old and not current.

Information icon warning about Upturn AI Fundamental Rating based on potentially old data Fundamental Rating based on AI could be based on old data.

Information icon warning about potential inaccuracies or hallucinations in Upturn AI-generated summaries AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.

About RiverFront Dynamic US Flex-Cap ETF

Exchange NYSE ARCA
Headquaters -
IPO Launch date -
CEO -
Sector -
Industry -
Full time employees -
Website
Full time employees -
Website

Under normal market conditions, the fund will seek to achieve its investment objective by investing at least 80% of its net assets in a portfolio of equity securities. Equity securities include common stocks and common or preferred shares of real estate investment trusts ("REITs"). The fund may invest in small-, mid- and large-capitalization companies. The fund will normally invest at least 75% of its net assets in securities of U.S. issuers.