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Upturn AI SWOT - About
RiverFront Strategic Income Fund (RIGS)
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Upturn Advisory Summary
08/14/2025: RIGS (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 -0.98% | Avg. Invested days 52 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
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 seeking to provide current income. It primarily invests in a diversified portfolio of fixed-income securities across various sectors and credit qualities. The fund employs a tactical asset allocation strategy, adjusting its holdings based on RiverFront's macroeconomic outlook.
Reputation and Reliability
RiverFront Investment Group is an established investment advisor with a focus on strategic asset allocation and risk management. They have a generally positive reputation within the industry.
Management Expertise
RiverFront's management team consists of experienced investment professionals with expertise in fixed-income markets and macroeconomic analysis.
Investment Objective
Goal
Seeks to provide current income.
Investment Approach and Strategy
Strategy: Actively managed fixed income strategy that does not track a specific index. Instead, it utilizes tactical asset allocation.
Composition Primarily fixed-income securities, including corporate bonds, government bonds, mortgage-backed securities, and other debt instruments.
Market Position
Market Share: Insufficient data to determine precise market share.
Total Net Assets (AUM):
Competitors
Key Competitors
- AGG
- BND
- LQD
Competitive Landscape
The fixed-income ETF market is highly competitive with many established players like BlackRock (AGG) and Vanguard (BND). RIGS differentiates itself through active management and tactical asset allocation which can be an advantage or disadvantage depending on market conditions. Larger passive ETFs generally have lower expense ratios.
Financial Performance
Historical Performance: Historical performance data is needed for this field.
Benchmark Comparison: A benchmark comparison is needed for this field.
Expense Ratio:
Liquidity
Average Trading Volume
Average trading volume data is needed to assess the ETF's liquidity.
Bid-Ask Spread
Bid-ask spread data is needed to determine the cost of trading the ETF.
Market Dynamics
Market Environment Factors
Interest rate movements, credit spreads, and macroeconomic conditions all impact RIGS. Changes in monetary policy and economic growth expectations can significantly influence the performance of fixed-income securities.
Growth Trajectory
Growth trends and patterns are dependent on RiverFront's ability to generate returns relative to passive fixed-income ETFs and investor appetite for actively managed strategies. Shifts in asset allocation within the fund are determined by RiverFront's macroeconomic outlook.
Moat and Competitive Advantages
Competitive Edge
RIGS' competitive advantage lies in its active management and tactical asset allocation strategy, allowing the fund to potentially outperform passive fixed-income benchmarks. The management team actively adjusts the portfolio based on their macroeconomic outlook, aiming to capitalize on market opportunities and mitigate risks. This approach can provide added value in volatile market environments. However, the fund's success is heavily reliant on the skill and expertise of RiverFront's investment team.
Risk Analysis
Volatility
Historical volatility data is needed for this field.
Market Risk
RIGS is subject to interest rate risk, credit risk, and market risk. Rising interest rates can negatively impact bond prices, while credit risk refers to the possibility of bond issuers defaulting on their debt obligations. Broader market downturns can also affect fixed-income securities.
Investor Profile
Ideal Investor Profile
The ideal investor for RIGS is one seeking current income and who is comfortable with an actively managed fixed-income strategy. It's suitable for investors who believe that active management can add value and are willing to accept the potential for higher fees compared to passive ETFs.
Market Risk
RIGS may be suitable for long-term investors looking for income generation and some degree of downside protection. However, it may also appeal to active traders who seek to capitalize on RiverFront's tactical asset allocation decisions.
Summary
The RiverFront Strategic Income Fund (RIGS) is an actively managed fixed-income ETF seeking to generate current income through a diversified portfolio of bonds. Its tactical asset allocation strategy distinguishes it from passive fixed-income ETFs, allowing the management team to adjust holdings based on macroeconomic conditions. Investors should consider RIGS if they believe active management can provide added value in the fixed-income market. However, potential investors must also be aware of the associated costs and risks, as well as the ETF's potential performance compared to passive benchmarks.
Peer Comparison
Sources and Disclaimers
Data Sources:
- RiverFront Investment Group Website
- ETF.com
- Morningstar
Disclaimers:
The data provided is for informational purposes only and should not be considered investment advice. Market share data may not be readily available for specific ETFs. Investment decisions should be based on your own research and risk tolerance.
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.