RiverSource S & P 500 Index E
50606 Ameriprise Financial Center H27/5228 Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Large Blend |
| Fund Family: |
RiverSource |
| Net Assets: |
191.41M |
| Year-to-Date Return: |
5.20% |
| Yield: |
1.64% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
25-Oct-99 |
|
David Factor
Lead Manager since
01-Sep-01 |
|
| Factor is a portfolio manager of RiverSource Investments. He joined RiverSource Investments in 1990. Factor began investment career in 1996, becoming a quantitative analyst in 1999. Factor holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$500 |
| Min Subsequent Investment, IRA: |
$500 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital appreciation. The fund invests in common stocks included in the Standard & Poor's 500 Composite Stock Price index. The management follows a passive or indexing investment approach in an attempt to mirror the performance of an index. |
| Last Dividend
(19-Dec-07):
|
0.09 |
| Last Cap Gain
(19-Dec-07):
|
0.43 |
| Annual Holdings Turnover
|
20.00% |
| Average for Category:
|
70.73% |
|
| Expense |
ADIEX |
Category
Avg |
| Total Expense Ratio: |
0.34%
|
1.12% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
0.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$168 |
$584 |
| 5 Yr Expense Projection*: |
$309 |
$899 |
| 10 Yr Expense Projection*: |
$721 |
$1,778 |
|
|
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