Moderate Strategy FundRIFGX
Type
Mutual fund
Peer group
Allocation
Net assets
$62.7M
Expense ratio
0.83%
1-year return
+9.9%
3 years, a year
+8.0%
5 years, a year
+3.2%
Holdings
11
What it aims to do.
The Fund seeks to provide current income and moderate long term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Strategic Bond Fund | 41.57% |
| Global Equity Fund | 15.17% |
| U.S. Strategic Equity Fund | 13.27% |
| Multi-Strategy Income Fund | 8.04% |
| Short Duration Bond Fund | 5.10% |
| Opportunistic Credit Fund | 4.05% |
| Long Duration Bond Fund | 4.04% |
| International Developed Markets Fund | 2.45% |
| Emerging Markets Fund | 2.40% |
| U.S. Small Cap Equity Fund | 1.99% |
More on RIFGX.
- RIFGX overview
- RIFGX holdings
- RIFGX risk
- RIFGX costs
- RIFGX money in and out
- RIFGX share classes
- Compare RIFGX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.