RiverSource Balanced B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Moderate Allocation | | Fund Family: | RiverSource | | Net Assets: | 22.23M | | Year-to-Date Return: | -27.01% | | Yield: | 2.49% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Robert D. Ewing
Lead Manager since
01-Apr-02 | | | Ewing is a portfolio manager at RiverSource Investments. He joined the firm in 2002. Prior to that, he worked at Fidelity Investments, where he started in 1990 as an equity analyst. Ewing began his investment career in 1988. Ewing holds the Chartered Financial Analyst designation . |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks a balance of capital growth and current income. The fund invests primarily in a combination of common and preferred stocks, bonds and other debt securities. It normally invests at least 50% of the assets in common stocks and no less than 25% of total assets in debt securities. The fund may invest up to 25% of total assets in foreign investments. It may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(25-Sep-08):
| 0.05 | | Last Cap Gain
(20-Dec-00):
| 0.00 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 72.64% |
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| Expense | IDMBX | Category
Avg | | Total Expense Ratio: | 1.78%
| 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*: |
$979 | $623 | | 5 Yr Expense Projection*: |
$1,196 | $941 | | 10 Yr Expense Projection*: |
$1,961 | $1,840 |
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1.83% Nasdaq 0.00%
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