Morningstar

RiverFront Dynamic Core Income ETF RFCI

Morningstar Medalist Rating
Medalist Rating as of | See ALPS Investment Hub

Morningstar’s Analysis RFCI

Will RFCI outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RFCI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RFCI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RFCI’s parent organization’s priorities and whether they’re in line with investors’ interests.

Weakness in RiverFront Dynamic Core Income ETF's Process and People Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

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Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RFCI

More RFCI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

United States Treasury Bonds 4.75%

10.64 2.4 Mil
Government

United States Treasury Bonds 4%

3.97 903,242
Government

Blue Owl Credit Income Corp. 7.75%

3.96 901,978
Corporate

Kinetik Holdings LP 6.625%

3.85 875,949
Corporate

United States Treasury Bonds 6.125%

3.53 802,840
Government

Ingersoll Rand Inc 5.7%

3.39 772,522
Corporate

General Motors Financial Company Inc 6.4%

3.39 771,855
Corporate

Hyatt Hotels Corporation 5.75%

3.32 756,678
Corporate

Concentrix Corp. 6.85%

3.32 756,162
Corporate

Bank of America Corp.

2.36 536,941
Corporate

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