CEFZRiverNorth Active Income ETF
Seeks long-term capital appreciation and income.
By RiverNorth Funds · Launched 2006
Annual Cost
3.36%
#6,017 of 6,040 · expensive
Fund Size
$43M
#3,916 of 6,040 · mid-size
Return (1Y)
+7.7%
Track Record
19 years
#391 of 6,040 · established
Performance
Total-return NAV · USDGrowth of $10,000
$10,737+7.4%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundHoldings
By weightConcentration
Top 10 holdings = 52.5% of fundmoderately concentrated
State Street Institutional Tre
9.2%
Pershing Square Holdings Ltd/F
8.6%
iShares Flexible Income Active
6.6%
Saba Capital Income & Opportun
5.0%
Western Asset Inflation-Linked
4.4%
Invesco RAFI Emerging Markets
4.3%
Clough Global Equity Fund
4.1%
BlackRock Science and Technolo
3.6%
Royce Small-Cap Trust Inc
3.3%
Royce Micro-Cap Trust Inc
3.2%
Asset allocation
Stocks
53.5%
Bonds
23.8%
Other
21.1%
Preferred
1.0%
Convertible
0.3%
Cash
0.3%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
10.2%Moderate
Year-on-year price swings
Max drawdown
-93.4%Severe
Worst peak-to-trough loss
Sharpe (3Y)
Unavailable
Needs 3+ years of history
Sortino (3Y)
Not yet
Needs 3+ years of history
Listing
- Exchange
- NYSE Arca, Cboe BZX
Full fund details
- Objective
- Seeks long-term capital appreciation and income.
- Strategy
- Allocates investments among international and domestic equities, fixed income securities, and cash equivalents, primarily through closed-end funds and direct investments. May invest in foreign securities, including emerging markets, and seeks to provide both capital appreciation and income.
- Inception date
- December 27, 2006
- Fund family
- RiverNorth Funds
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Data updated on 2026-09-18