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RiverFront Strategic Income Fund (RIGS)
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Upturn Advisory Summary
11/05/2025: RIGS (1-star) is currently NOT-A-BUY. Pass it for now.
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 -0.22% | Avg. Invested days 57 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 11/05/2025 |
Key Highlights
Volume (30-day avg) - | Beta 0.67 | 52 Weeks Range 19.18 - 23.50 | Updated Date 06/30/2025 |
52 Weeks Range 19.18 - 23.50 | Updated Date 06/30/2025 |
Upturn AI SWOT
RiverFront Strategic Income Fund
ETF Overview
Overview
The RiverFront Strategic Income Fund is an actively managed ETF focusing on generating income by investing in a diversified portfolio of fixed-income securities. Its strategy involves dynamic asset allocation to optimize yield while managing risk.
Reputation and Reliability
RiverFront Investment Group is a well-established investment firm known for its disciplined approach and strategic asset allocation capabilities.
Management Expertise
The management team possesses extensive experience in fixed-income markets and actively manages the portfolio to adapt to changing market conditions.
Investment Objective
Goal
To generate current income while maintaining a focus on capital preservation.
Investment Approach and Strategy
Strategy: The ETF uses an active management approach to allocate investments across various fixed-income sectors, including government bonds, corporate bonds, and mortgage-backed securities.
Composition The ETF primarily holds bonds, including government, corporate, and mortgage-backed securities. It also may invest in other income-producing assets.
Market Position
Market Share: RiverFront Strategic Income Fund has a relatively small market share compared to larger fixed-income ETFs.
Total Net Assets (AUM): 52790000
Competitors
Key Competitors
- AGG
- BND
- LQD
- HYG
Competitive Landscape
The fixed-income ETF market is highly competitive, dominated by large, passively managed funds like AGG and BND. RIGS differentiates itself through active management and strategic asset allocation, offering potential for higher returns but also greater risk compared to passively managed competitors. Its smaller size can limit liquidity compared to larger competitors.
Financial Performance
Historical Performance: Historical performance data would need to be sourced from financial data providers.
Benchmark Comparison: Performance needs to be compared against a relevant fixed-income benchmark index.
Expense Ratio: 0.5
Liquidity
Average Trading Volume
Average trading volume varies and can be checked on financial data platforms.
Bid-Ask Spread
The bid-ask spread fluctuates based on market conditions and trading volume, impacting trading costs.
Market Dynamics
Market Environment Factors
Interest rate changes, credit spreads, and economic growth all influence the performance of the RiverFront Strategic Income Fund.
Growth Trajectory
The ETF's growth trajectory depends on its ability to generate competitive returns and attract investor capital.
Moat and Competitive Advantages
Competitive Edge
RiverFront Strategic Income Fund's active management approach and flexible asset allocation strategy are its primary competitive advantages. The ETF seeks to capitalize on changing market conditions and identify undervalued fixed-income securities. The management team's expertise in fixed income and their ability to dynamically adjust the portfolio's composition are key differentiators. However, active management can lead to higher expense ratios compared to passive alternatives.
Risk Analysis
Volatility
The fund's volatility is influenced by the volatility of its underlying fixed-income holdings and its active management decisions.
Market Risk
The fund is exposed to interest rate risk, credit risk, and market risk associated with fixed-income securities.
Investor Profile
Ideal Investor Profile
The ETF is suitable for investors seeking current income, diversification in fixed income, and who are comfortable with active management.
Market Risk
The ETF is suitable for long-term investors looking for income, but also suitable for active traders.
Summary
RiverFront Strategic Income Fund is an actively managed fixed-income ETF aiming for current income and capital preservation through diversified bond holdings. Its active approach offers flexibility in navigating market conditions but comes with a higher expense ratio. Ideal investors are those seeking income and diversification, comfortable with active management and potential for higher returns with associated risks. Its performance depends on the management team's expertise and market factors.
Similar ETFs
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group website
- ETF.com
- Morningstar
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 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 Strategic Income Fund
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The fund seeks to achieve its investment objective by investing in a global portfolio of fixed income securities of various maturities, ratings and currency denominations. The fund utilizes various investment strategies in a broad array of fixed income sectors. The fund 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.