RiverSource Mid Cap Growth C 50606 Ameriprise Financial Center H27/5228 Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Mid-Cap Growth |
| Fund Family: |
RiverSource |
| Net Assets: |
6.48M |
| Year-to-Date Return: |
13.11% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
26-Jun-00 |
|
John K. Schonberg
Lead Manager since
17-Oct-06 |
|
| Schonberg is a senior portfolio manager and equity team leader with RiverSource Investments, his employer since 1997. He began investment career in 1988. Schonberg 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: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks growth of capital. The fund invests at least 80% of assets in the common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index. It may choose to continue to hold a stock even if the company's market capitalization grows beyond the largest market capitalization of a company within the index falls below the market capitalization of the smallest company within the index. |
| Last Dividend
|
N/A |
| Last Cap Gain
(19-Dec-07):
|
2.13 |
| Annual Holdings Turnover
|
45.00% |
| Average for Category:
|
114.05% |
|
| Expense |
AESCX |
Category Avg |
| Total Expense Ratio: |
1.87%
|
1.51% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
1.00%
|
2.69% |
| 3 Yr Expense Projection*: |
$597 |
$697 |
| 5 Yr Expense Projection*: |
$1,027 |
$1,089 |
| 10 Yr Expense Projection*: |
$2,227 |
$2,172 |
|
|