Adam Grossman, CFA, is Chief Global Equity Officer, Doug Sandler, CFA, is Chief U.S. Equity Officer, and Chris Konstantinos is the Director of International Portfolio Management, at RiverFront Investment Group, a participant in the ETF Strategist Channel.
Dividends are not guaranteed and are subject to change or elimination.
Low risk assets have typically have been defined as being in the Staples, Healthcare, Utilities, and Telecommunications industries.
RiverFront’s Price Matters® discipline compares inflation-adjusted current prices relative to their long-term trend to help identify extremes in valuation.
Technical analysis is based on the study of historical price movements and past trend patterns. There are no assurances that movements or trends can or will be duplicated in the future.
Technology and Internet-related stocks, especially of smaller, less-seasoned companies, tend to be more volatile than the overall market.
RiverFront Investment Group, LLC, is an investment adviser registered with the Securities Exchange Commission under the Investment Advisers Act of 1940. The company manages a variety of portfolios utilizing stocks, bonds, and exchange-traded funds (ETFs). RiverFront also serves as sub-advisor to a series of mutual funds and ETFs. Opinions expressed are current as of the date shown and are subject to change. They are not intended as investment recommendations.
RiverFront’s Low Volatility Index attempts to replicate the S&P 500® Low Volatility Index, using the CRSP Daily Historical Returns Series and Historical S&P Series. It is constructed by inverse volatility weighting the 100 least volatile stocks in the S&P 500 (meaning the least volatile stocks get the highest weights in the index). From 1926-1957, CRSP deciles 1-4 are used for the universe of stocks from which the index is constructed. From 1957 on, the S&P 500’s historical holdings are used.
Standard & Poor’s 500 Index (S&P 500) measures the performance of 500 large cap stocks, which together represent about 75% of the total US equities market.
It is not possible to invest directly in an index. Copyright © 2016 RiverFront Investment Group. All Rights Reserved.