RiverSource Dividend Opportunity B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 99.46M | | Year-to-Date Return: | -32.36% | | Yield: | 3.52% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Steve Schroll
Lead Manager since
19-Feb-04 | | | Schroll is a portfolio manager of RiverSource Investments. He joined Riversource Investment since 1998. Prior to that, he was a senior equity analyst with Piper Jaffray from 1988 to 1998 and a equity analyst with First Asset Manager from 1985 to 1988. Before that, Schroll was a equity analyst with Dain Raucher from 1981 to 1985. |
| 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 high level of current income with a secondary objective of growth of income and capital. The fund normally invests at least 80% of assets in dividend-paying common and preferred stocks. It may invest up to 25% of assets in foreign investments. The fund may invest in any economic sector and emphasize one or more particular sectors. The management conducts fundamental research on most attractive dividend paying securities. |
| Last Dividend
(25-Sep-08):
| 0.06 | | Last Cap Gain
(20-Dec-01):
| 0.29 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 60.91% |
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| Expense | IUTBX | Category
Avg | | Total Expense Ratio: | 1.87%
| 1.28% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 5.00%
| 2.66% | | 3 Yr Expense Projection*: |
$988 | $591 | | 5 Yr Expense Projection*: |
$1,212 | $885 | | 10 Yr Expense Projection*: |
$1,996 | $1,741 |
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1.83% Nasdaq 0.00%
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