Van Kampen Equity and Income B
Van Kampen Investments Inc. 522 Fifth Avenue New York, NY 10020
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Phone: 800-847-2424
| Category: | Moderate Allocation | | Fund Family: | Van Kampen | | Net Assets: | 1.81B | | Year-to-Date Return: | -23.70% | | Yield: | 3.24% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-92 |
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James A. Gilligan
Lead Manager since
31-Dec-90 | | | Gilligan is a managing director of Morgan Stanley Investment Advisors Inc, his employer since 1985. Previously, he spent four years with Gulf Oil Corporation, including two years as an auditor. Gilligan holds the Chartered Financial Analyst designation and the Certified Public Accountant designations. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income; growth is a secondary consideration. The fund invests primarily in income-producing equity instruments (including common stocks, preferred stocks and convertible securities) and investment-grade quality debt securities. It invests at least 65% of total assets in income-producing equity securities. The fund may invest up to 25% of total assets in securities of foreign issuers. It may invest up to 15% of total assets in real estate investment trusts. |
| Last Dividend
(10-Sep-08):
| 0.05 | | Last Cap Gain
(12-Mar-08):
| 0.01 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 72.64% |
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| Expense | ACEQX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$778 | $623 | | 5 Yr Expense Projection*: |
$975 | $941 | | 10 Yr Expense Projection*: |
$1,600 | $1,840 |
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1.83% Nasdaq 0.00%
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