RiverSource Disciplined Equity B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 25.89M | | Year-to-Date Return: | -34.16% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 24-Apr-03 |
|
Dimitris J. Bertsimas
Lead Manager since
24-Apr-03 | | | Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment since August 2002. He co-founded Dynamic Ideas, LLC. where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks from which the management selects may be those included in the benchmark, the S&P 500 index. |
| Last Dividend
(20-Dec-06):
| 0.01 | | Last Cap Gain
(19-Dec-07):
| 0.37 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 71.85% |
|
| Expense | AQEBX | Category
Avg | | Total Expense Ratio: | 1.79%
| 1.11% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.14% | | Max Deferred Sales Load: | 5.00%
| 2.63% | | 3 Yr Expense Projection*: |
$942 | $572 | | 5 Yr Expense Projection*: |
$1,134 | $876 | | 10 Yr Expense Projection*: |
$1,833 | $2,504 |
|
|
1.83% Nasdaq 0.00%
Profile
