RiverSource 130/30 US Equity A
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 5.12M | | Year-to-Date Return: | -40.69% | | Yield: | 0.50% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Oct-07 |
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Robert D. Ewing
Lead Manager since
18-Oct-07 | | | Ewing is a portfolio manager at RiverSource Investments. He joined the firm in 2002. Prior to that, he worked at Fidelity Investments, where he started in 1990 as an equity analyst. Ewing began his investment career in 1988. Ewing holds the Chartered Financial Analyst designation . |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks long-term growth of capital. The fund normally invests at least 80% of assets in equity securities of US companies. It may hold long and short positions in both growth and value companies. The fund may invest up to 25% of assets in foreign investments. It expects to maintain an approximate net 100% long asset exposure to the equity market, targeting 130% long exposure and 30% short exposure, The fund's long exposure may range between 80% and 140%, and its short exposure ranges between 0% and 40%. |
| Last Dividend
(19-Dec-07):
| 0.06 | | Last Cap Gain
(19-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 118.00% | | Average for Category:
| 71.85% |
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| Expense | RUSAX | Category
Avg | | Total Expense Ratio: | 1.50%
| 1.11% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.14% | | Max Deferred Sales Load: | 0.00%
| 2.63% | | 3 Yr Expense Projection*: |
$1,404 | $572 | | 5 Yr Expense Projection*: |
$2,056 | $876 | | 10 Yr Expense Projection*: |
$3,793 | $2,504 |
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2.63% Nasdaq 0.00%
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