Balanced Strategy FundRIFHX
Type
Mutual fund
Peer group
Allocation
Net assets
$212.1M
Expense ratio
0.89%
1-year return
+13.1%
3 years, a year
+10.7%
5 years, a year
+5.1%
Holdings
11
What it aims to do.
The Fund seeks to provide above average long term capital appreciation and a moderate level of current income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Global Equity Fund | 29.07% |
| Strategic Bond Fund | 28.45% |
| U.S. Strategic Equity Fund | 18.08% |
| Multi-Strategy Income Fund | 6.99% |
| Emerging Markets Fund | 3.43% |
| Long Duration Bond Fund | 3.00% |
| International Developed Markets Fund | 2.52% |
| U.S. Small Cap Equity Fund | 2.51% |
| Global Infrastructure Fund | 2.01% |
| Opportunistic Credit Fund | 1.99% |
More on RIFHX.
- RIFHX overview
- RIFHX holdings
- RIFHX risk
- RIFHX costs
- RIFHX money in and out
- RIFHX share classes
- Compare RIFHX 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.