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RIGSRiverFront Strategic Income Fund

Grow my moneyGet income12y track recordRanked #800 of 1,622 in this goal

Seeks total return, with an emphasis on income as the source of that total return.

By ALPS · Launched 2013

Annual Cost

0.45%

#2,223 of 5,562 · average

Fund Size

$64M

#3,348 of 5,562 · mid-size

Return (1Y)Goal

+4.8%

Track Record

12 years

#1,120 of 5,562 · established

Performance

Total-return NAV · USD
Growth of $10,000
$10,234+2.3%

Total-return NAV, USD. Net of fund fees, before tax.

Classification

How Beacon categorizes this fund

Asset class

Fixed income

Strategy

Active selection

What it actually holds

By weight

Concentration

Top 10 holdings = 31.5% of fundwell diversified

Us Treasury N/b
7.0%
Us Treasury N/b
5.1%
Us Treasury N/b
4.3%
Us Treasury N/b
4.1%
State Street Institutional Treasury Plus Money Market Fund
3.4%
Us Treasury N/b
1.9%
Us Treasury N/b
1.6%
Textron Inc
1.5%
Concentrix Corp
1.4%
T-mobile Usa Inc
1.3%

Asset allocation

Bonds
97.1%
Cash
2.9%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
9.9%Low

Year-on-year price swings

Max drawdown
-15.3%Moderate

Worst peak-to-trough loss

Sharpe (3Y)
0.18Below average
Sortino (3Y)
0.26Moderate downside risk

Bond profile

Duration

5.5 years

Avg maturity

9.9 years

Credit ratings

US Government
30.7%

Where to buy

Listing

Exchange
NYSE Arca

Full fund details

Objective
Seeks total return, with an emphasis on income as the source of that total return.
Strategy
Invests in a global portfolio of fixed income securities across various maturities and ratings. Allocates based on economic conditions and adjusts tactically. May invest in U.S. and foreign corporate debt, government securities, and high yield bonds, with a duration of 2-10 years.
Inception date
October 7, 2013
Fund family
ALPS

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Data updated on 2026-06-20