RiverSource Disciplined Large Cap Gr A
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 888-791-3380
| Category: | Large Growth | | Fund Family: | RiverSource | | Net Assets: | 24.78M | | Year-to-Date Return: | -36.44% | | Yield: | 0.57% | | Morningstar Rating: | N/A | | Fund Inception Date: | 17-May-07 |
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Dimitris J. Bertsimas
Lead Manager since
17-May-07 | | | 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: | $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 long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of $5 billion at the time of purchase or that are within the capitalization range of companies in the Russell 1000 Growth index. The advisor employs a rigorous process for evaluating the relationship between the risk associated with each security and its potential for positive returns. |
| Last Dividend
(19-Dec-07):
| 0.04 | | Last Cap Gain
(19-Dec-07):
| 0.01 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 97.51% |
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| Expense | RDLAX | Category
Avg | | Total Expense Ratio: | 1.38%
| 1.35% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.41% | | Max Deferred Sales Load: | 0.00%
| 2.68% | | 3 Yr Expense Projection*: |
$1,000 | $615 | | 5 Yr Expense Projection*: |
$1,313 | $944 | | 10 Yr Expense Projection*: |
$2,201 | $1,866 |
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2.63% Nasdaq 0.00%
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