RFG - RFG: Investors Should Consider Disadvantages Carefully

2024-03-27 22:50:45 ET

Summary

• RFG deploys a pure-growth strategy in the mid-cap universe only to end up being overweight in large caps.
• That is certainly not a fundamental, intolerable flaw, yet this is nonetheless a facet SMID investors should carefully mull over before going long.
• Large caps bolstered RFG's quality profile. Also, the ETF does deliver on the growth front.
• Having said that, RFG's performance was mixed in the past, with returns over the mid- and late-2010s and the early 2020s being especially bleak compared to IVV’s.
• Despite being impressed by its quality phenomenon, I would prefer to stay on the sidelines.

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