Seligman Asset Allocation Balanced A
100 Park Ave 8th Floor New York NY 10017
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Phone: 800-221-2450
| Category: | Moderate Allocation | | Fund Family: | Seligman | | Net Assets: | 5.06M | | Year-to-Date Return: | -33.00% | | Yield: | 5.63% | | Morningstar Rating: |  | | Fund Inception Date: | 10-Jan-00 |
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Charles W. Kadlec
Lead Manager since
10-Jan-00 | | | Kadlec is a managing director with J&W Seligman & Co. He joined the firm in 1985 and has been a senior portfolio manager, director of equity research and industry strategist. He joined Seligman Advisors in April 1997 as a chief investment strategist and is also vice president of Tri-Continental Corp. In 2004, he became executive vice president of Seligman Advisors and assumed his current position with Seligman Advisors in January 2005. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks capital appreciation and preservation of capital with current income and growth of income. The fund normally invests in underlying funds that invest primarily in domestic and international equity securities as well as domestic fixed-income securities and cash, cash equivalents. The fund focuses on medium- and large-capitalization companies. |
| Last Dividend
(17-Oct-08):
| 0.01 | | Last Cap Gain
(17-Jul-08):
| 0.08 | | Annual Holdings Turnover
| 20.00% | | Average for Category:
| 72.64% |
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| Expense | SATVX | Category
Avg | | Total Expense Ratio: | 0.25%
| 1.09% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.27% | | Max Deferred Sales Load: | 0.00%
| 2.72% | | 3 Yr Expense Projection*: |
$1,186 | $623 | | 5 Yr Expense Projection*: |
$1,667 | $941 | | 10 Yr Expense Projection*: |
$2,990 | $1,840 |
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2.63% Nasdaq 0.00%
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