RiverSource Limited Duration Bond I 50606 Ameriprise Financial Center H27/5228 Mineapolis MN 55474
Phone: 888-791-3380
| Category: |
Short-Term Bond |
| Fund Family: |
RiverSource |
| Net Assets: |
88.79M |
| Year-to-Date Return: |
5.37% |
| Yield: |
4.69% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Mar-04 |
|
Tom Murphy
Lead Manager since
19-Jun-03 |
|
| Murphy is a vice president and senior sector manager of the company. Murhphy holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to provide current income consistent with preservation of capital. The fund normally invests at least 80% of assets in bonds and other debt securities. It normally doesn't invest in equities rated below investment-grade, although it may hold securities that have been downgraded. The fund may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(17-Dec-07):
|
0.04 |
| Last Cap Gain
(22-Dec-05):
|
0.02 |
| Annual Holdings Turnover
|
263.00% |
| Average for Category:
|
95.26% |
|
| Expense |
ALDIX |
Category Avg |
| Total Expense Ratio: |
0.54%
|
0.94% |
| Max 12b1 Fee: |
0.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
2.83% |
| Max Deferred Sales Load: |
0.00%
|
2.17% |
| 3 Yr Expense Projection*: |
$206 |
$426 |
| 5 Yr Expense Projection*: |
$373 |
$670 |
| 10 Yr Expense Projection*: |
$857 |
$1,370 |
|
|