RiverSource Disiplid Sm & Md Cap Eq C
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 888-791-3380
| Category: | Mid-Cap Value | | Fund Family: | RiverSource | | Net Assets: | 110.00K | | Year-to-Date Return: | -34.97% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-May-06 |
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Dimitris J. Bertsimas
Lead Manager since
18-May-06 | | | 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 up to $5 billion or that fall within the range of companies that comprise the Russell 2500(TM) index at the time of investment. It may also invest up to 25% of net assets in foreign investments. |
| Last Dividend
(20-Dec-06):
| 0.03 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 82.28% |
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| Expense | RDSCX | Category
Avg | | Total Expense Ratio: | 2.06%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 1.00%
| 2.51% | | 3 Yr Expense Projection*: |
$643 | $635 | | 5 Yr Expense Projection*: |
$1,111 | $955 | | 10 Yr Expense Projection*: |
$2,408 | $1,917 |
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2.63% Nasdaq 0.00%
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