RiverSource Port Builder Moderate C
70100 Ameriprise Financial Center Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Moderate Allocation |
| Fund Family: |
RiverSource |
| Net Assets: |
60.45M |
| Year-to-Date Return: |
-1.77% |
| Yield: |
2.04% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
04-Mar-04 |
|
David Joy
Lead Manager since
04-Mar-04 |
|
| Joy is a vice president in charge of capital market strategy with RiverSource Investments which he joined in 2003. Previously, he was a senior vice president and director of global investment communications of Pioneer Investments (Boston) from 2001 to 2003. From 1999 to 2001, he served as senior vice president and director of investment communications of Mitchell Hutchins Asset Management. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks the highest level of growth consistent with a moderate level of risk. The fund invests primarily 45% to 55% of assets in various equity securities diversified in style, market capitalization, and geographic location. It invests 45% to 55% of assets in fixed-income securities varying in rate, duration and quality of credit exposure. The fund also invests less than 5% of assets in cash investment. While the investment is nondiversified, it invests in diversified underlying holdings. |
| Last Dividend
(22-Dec-09):
|
0.05 |
| Last Cap Gain
(22-Dec-08):
|
0.02 |
| Annual Holdings Turnover
|
N/A |
| Average for Category:
|
87.10% |
|
| Expense |
AMTCX |
Category
Avg |
| Total Expense Ratio: |
1.89%
|
1.02% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
1.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$594 |
$643 |
| 5 Yr Expense Projection*: |
$1,022 |
$981 |
| 10 Yr Expense Projection*: |
$2,216 |
$1,907 |
|
|
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