RiverFront Dynamic US Flex-Cap ETF (RFFC)

Overview

The RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed fund that seeks capital appreciation by investing in US companies across the market capitalization spectrum (flex-cap). It employs a dynamic allocation strategy based on RiverFront's market outlook.

Reputation and Reliability

RiverFront Investment Group is an investment advisor with a focus on risk management and dynamic asset allocation.

Management Expertise

RiverFront's management team has extensive experience in asset allocation and portfolio management.

Goal

Seeks capital appreciation.

Investment Approach and Strategy

Strategy: Actively managed, utilizing a dynamic asset allocation approach.

Composition Primarily invests in U.S. equities, across small, mid, and large-cap companies.

Market Share: Data not readily available to accurately calculate RFFC's exact market share.

Total Net Assets (AUM): 60381700

Key Competitors

• SCHB
• ITOT
• VTI
• IWF
• VV

Competitive Landscape

The ETF market is highly competitive, with numerous options for investors seeking broad U.S. equity exposure. RFFC differentiates itself through its active management and dynamic allocation strategy. A disadvantage is the typically higher expense ratios associated with active management when compared to passively managed ETFs such as VTI and ITOT.

Historical Performance: Historical performance data (returns) can be pulled directly from financial data providers to allow graphical representation.

Benchmark Comparison: Performance should be compared against a broad U.S. equity market index such as the Russell 3000 or S&P 1500 index.

Expense Ratio: 0.63

Average Trading Volume

The ETF's average trading volume provides insights into its liquidity, with higher trading volume generally indicating greater liquidity.

Bid-Ask Spread

The bid-ask spread represents the difference between the highest price a buyer is willing to pay and the lowest price a seller is willing to accept, which impacts trading costs.

Market Environment Factors

Economic growth, interest rate changes, sector-specific trends, and overall market sentiment affect RFFC's performance.

Growth Trajectory

RFFC's growth depends on its ability to effectively implement its dynamic allocation strategy and adapt to changing market conditions. This is directly related to changes in strategy and holdings.

Competitive Edge

RFFC's competitive edge lies in its active management approach, allowing it to adapt to changing market conditions. Its dynamic asset allocation seeks to outperform passive benchmarks by adjusting its holdings based on RiverFront's market outlook. This active strategy targets inefficiencies in the market. The fund's flexibility to invest across the market capitalization spectrum further enhances its adaptability.

Volatility

RFFC's volatility is influenced by the volatility of the underlying equity holdings and market fluctuations.

Market Risk

Market risk is the primary risk, referring to the potential for the overall market or specific sectors to decline, impacting RFFC's value.

Ideal Investor Profile

Investors seeking capital appreciation and willing to accept active management risk and higher fees compared to passive ETFs may find RFFC suitable.

Market Risk

RFFC may be suitable for long-term investors seeking growth and diversification within their equity portfolio.

RiverFront Dynamic US Flex-Cap ETF is an actively managed fund aiming for capital appreciation through dynamic allocation across US equities. RFFC utilizes a flexible approach investing across market caps, offering potential for outperformance but at a higher expense ratio. It's ideal for investors seeking active management and willing to accept the associated risks. The ETF's success hinges on RiverFront's ability to effectively navigate changing market conditions. Consider reviewing the ETFs top holdings, investment strategy, and market outlook before making a decision.

Data Sources:

• RiverFront Investment Group Website
• SEC Filings
• Financial Data Providers (e.g., Bloomberg, Refinitiv)

Disclaimers:

The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be based on individual circumstances and after consulting with a qualified financial advisor. Market share and competitive landscape data are estimates based on publicly available information and may not be exact.