RiverSource Dividend Opportunity I
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 150.05M | | Year-to-Date Return: | -31.75% | | Yield: | 5.11% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-04 |
|
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: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| 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):
| 0.08 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 60.91% |
|
| Expense | RSOIX | Category
Avg | | Total Expense Ratio: | 0.72%
| 1.28% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$230 | $591 | | 5 Yr Expense Projection*: |
$401 | $885 | | 10 Yr Expense Projection*: |
$898 | $1,741 |
|
|
2.63% Nasdaq 0.00%
Profile
