Aggressive Strategy FundRIFIX
Type
Mutual fund
Peer group
Allocation
Net assets
$176.0M
Expense ratio
0.95%
1-year return
+15.5%
3 years, a year
+12.8%
5 years, a year
+6.7%
Holdings
11
What it aims to do.
The Fund seeks to provide high long term capital appreciation,
Top 10 holdings.
| Holding | % of fund |
|---|---|
| U.S. Strategic Equity Fund | 29.59% |
| Global Equity Fund | 28.82% |
| Multi-Asset Strategy Fund | 8.04% |
| Strategic Bond Fund | 7.05% |
| International Developed Markets Fund | 6.04% |
| Long Duration Bond Fund | 5.02% |
| Emerging Markets Fund | 4.91% |
| U.S. Small Cap Equity Fund | 3.04% |
| Global Real Estate Securities Fund | 2.96% |
| Opportunistic Credit Fund | 2.51% |
More on RIFIX.
- RIFIX overview
- RIFIX holdings
- RIFIX risk
- RIFIX costs
- RIFIX money in and out
- RIFIX share classes
- Compare RIFIX 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.