RiverFront Dynamic US Flex-Cap ETF (RFFC)

Overview

The RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed ETF that invests in U.S. companies across the market capitalization spectrum, aiming to outperform traditional market-cap weighted indices through a dynamic allocation strategy.

Reputation and Reliability

RiverFront Investment Group is a well-regarded investment management firm known for its tactical asset allocation strategies.

Management Expertise

RiverFront's management team possesses significant experience in asset allocation and portfolio management, employing a disciplined, research-driven approach.

Goal

The primary investment goal of RFFC is to achieve long-term capital appreciation by dynamically allocating across US stocks of different market capitalizations.

Investment Approach and Strategy

Strategy: RFFC is actively managed and does not track a specific index. It utilizes a flexible, dynamic approach to allocating capital across the market cap spectrum based on RiverFront's investment outlook.

Composition RFFC primarily holds U.S. stocks, with allocation decisions based on market conditions and investment opportunities. The portfolio composition will vary depending on RiverFront's outlook.

Market Share: RFFC has a relatively small market share compared to larger, more established ETFs in the broad U.S. equity market.

Total Net Assets (AUM): 33320789

Key Competitors

• IVV
• SPY
• VOO
• SCHX

Competitive Landscape

The ETF industry is highly competitive, with numerous broad market ETFs dominating the market share. RFFC differentiates itself through its active management and dynamic allocation strategy, potentially offering higher returns but also carrying higher risk compared to passively managed index funds. RFFC is relatively small compared to its competitors IVV, SPY, VOO and SCHX. RFFC has the benefit of being actively managed but also has a higher expense ratio than its competitors.

Historical Performance: Historical financial performance data needs to be sourced from financial data providers. [Data would be presented here as a time series of returns].

Benchmark Comparison: A benchmark comparison would involve comparing RFFC's performance to a broad market index like the S&P 500 or a relevant flex-cap index. [Comparative performance data would be presented here as a time series].

Expense Ratio: 0.74

Average Trading Volume

RFFC's liquidity is moderate, with an average trading volume that may vary depending on market conditions.

Bid-Ask Spread

RFFC's bid-ask spread is generally reasonable, reflecting its trading activity and liquidity.

Market Environment Factors

RFFC's performance is influenced by overall economic conditions, interest rates, sector trends, and investor sentiment, impacting its holdings across different market capitalizations.

Growth Trajectory

RFFC's growth trajectory depends on its ability to generate alpha through its dynamic allocation strategy and attract investor interest. Changes in strategy and holdings occur dynamically based on market conditions.

Competitive Edge

RFFC's competitive advantage lies in its active management and dynamic allocation approach. RiverFront's investment team utilizes a proprietary research process to identify attractive investment opportunities across different market caps. This flexibility allows the ETF to potentially outperform traditional market-cap weighted indices. The dynamic allocation strategy aims to capitalize on market trends and changing economic conditions.

Volatility

RFFC's volatility can vary depending on market conditions and its allocation to different market capitalization segments. Being actively managed may increase the volatility.

Market Risk

RFFC is subject to market risk, including the risk of declines in the overall stock market and sector-specific risks impacting its underlying holdings.

Ideal Investor Profile

RFFC is suitable for investors seeking long-term capital appreciation with a moderate to high risk tolerance, who believe in active management and are comfortable with a dynamic investment strategy.

Market Risk

RFFC may be suitable for both long-term investors seeking growth and active traders looking to capitalize on short-term market opportunities. Not ideal for passive index followers.

RiverFront Dynamic US Flex-Cap ETF (RFFC) is an actively managed ETF focused on US stocks across different market caps. It seeks long-term capital appreciation through a dynamic asset allocation strategy implemented by RiverFront Investment Group. While its active management and flexible approach offer potential for outperformance, it also carries a higher expense ratio and higher risk compared to passive ETFs. RFFC is appropriate for investors comfortable with active management and willing to accept moderate to high volatility.

Data Sources:

• RiverFront Investment Group website
• ETF.com
• Morningstar

Disclaimers:

The information provided is for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a financial advisor. Market share data is estimated and may not be precise.