Van Kampen Asset Allocation Moderate B
Van Kampen Investments Inc. 522 Fifth Avenue New York NY 10020
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Phone: 800-847-2424
| Category: | Moderate Allocation | | Fund Family: | Van Kampen | | Net Assets: | 19.04M | | Year-to-Date Return: | -30.21% | | Yield: | 1.39% | | Morningstar Rating: | N/A | | Fund Inception Date: | 25-Sep-06 |
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Mark Bavoso
Lead Manager since
25-Sep-06 | | | Bavoso has been associated with Morgan Stanley Investment Advisors or affiliates in an investment management capacity since March 1986. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks a high level of long-term total return, consistent with a low level of risk. The fund invests primarily in Class I shares of other Van Kampen funds (the "Underlying Funds"). It starts with an overall target asset allocation weighting 60% in equity and 40% in fixed-income securities. The fund may also invest up to 10% of total assets in unaffiliated exchange traded funds. It's nondiversified. |
| Last Dividend
(17-Dec-07):
| 0.11 | | Last Cap Gain
(17-Dec-07):
| 0.03 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 72.64% |
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| Expense | VAMBX | Category
Avg | | Total Expense Ratio: | 1.15%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.27% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$1,114 | $623 | | 5 Yr Expense Projection*: |
$1,540 | $941 | | 10 Yr Expense Projection*: |
$2,755 | $1,840 |
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2.63% Nasdaq 0.00%
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