RiverSource Diversified Bond W
70100 Ameriprise Financial Center H27/5228 Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Intermediate-Term Bond | | Fund Family: | RiverSource | | Net Assets: | 629.81M | | Year-to-Date Return: | -7.83% | | Yield: | 4.64% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Dec-06 |
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Scott R. Kirby
Lead Manager since
01-Feb-03 | | | Kirby is vice president and sector leader for Structured Assets. He began his investment career at RiverSource Investments in 1979. From 1985 to 1986, he worked at Citicorp in the mortgage banking area and returned to RiverSource Investments in 1987 as a Fixed Income trader. In December 1998, he joined the quantitative analyst group focusing on the government and mortgage sectors. In 2000, he became a portfolio manager of RiverSource Investments. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $500 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks current income consistent with capital preservation. The fund normally invests at least 80% of net assets in bonds and other debt securities. It invests at least 50% of assets in securities like those included in the Lehman Brothers Aggregate Bond index. The fund may invest up to 25% of assets in foreign investments, which may include investments in emerging-markets. |
| Last Dividend
(27-Oct-08):
| 0.02 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 295.00% | | Average for Category:
| 198.25% |
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| Expense | RVBWX | Category
Avg | | Total Expense Ratio: | 0.97%
| 0.97% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 4.19% | | Max Deferred Sales Load: | 0.00%
| 2.69% | | 3 Yr Expense Projection*: |
$318 | $464 | | 5 Yr Expense Projection*: |
$554 | $718 | | 10 Yr Expense Projection*: |
$1,235 | $1,431 |
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2.63% Nasdaq 0.00%
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