Morningstar

RiverFront Dynamic US Dividend Advtg ETF RFDA

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

Morningstar’s Analysis RFDA

Will RFDA 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 RFDA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RFDA 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 RFDA’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit RiverFront Dynamic US Dividend Advtg ETF to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings RFDA

More RFDA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 41.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

9.36 7.0 Mil
Technology

Apple Inc

8.24 6.1 Mil
Technology

Microsoft Corp

7.94 5.9 Mil
Technology

Amazon.com Inc

4.01 3.0 Mil
Consumer Cyclical

Alphabet Inc Class C

2.32 1.7 Mil
Communication Services

Perdoceo Education Corp

2.00 1.5 Mil
Consumer Defensive

International Business Machines Corp

1.96 1.5 Mil
Technology

Vector Group Ltd

1.93 1.4 Mil
Consumer Defensive

H&R Block Inc

1.89 1.4 Mil
Consumer Cyclical

Hewlett Packard Enterprise Co

1.81 1.3 Mil
Technology

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