Van Kampen American Value R Van Kampen Investments Inc. 522 Fifth Avenue New York NY 10020 Map
Phone: 800-427-2424
| Category: | Mid-Cap Blend | | Fund Family: | Van Kampen | | Net Assets: | 3.67M | | Year-to-Date Return: | -34.96% | | Yield: | 0.30% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Mar-07 |
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James A. Gilligan
Lead Manager since
30-Sep-03 | | | 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: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks a high total return. The fund Normally invests at least 65% of total assets in equity securities of small- to medium-sized U.S. companies. It invests in equity securities including common and preferred stocks; investment grade convertible securities and equity-linked securities; and rights and warrants to purchase common stocks and other equity interests. The fund may invest up to 20% of assets in real estate investment trusts. |
| Last Dividend
(10-Sep-08):
| 0.02 | | Last Cap Gain
(11-Dec-07):
| 5.34 | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 91.13% |
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| Expense | MSARX | Category Avg | | Total Expense Ratio: | 1.50%
| 1.35% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$474 | $654 | | 5 Yr Expense Projection*: |
$818 | $1,012 | | 10 Yr Expense Projection*: |
$1,791 | $1,941 |
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