RiverSource Disciplined Equity B
50606 Ameriprise Financial Center H27/5228 Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Large Blend |
| Fund Family: |
RiverSource |
| Net Assets: |
59.64M |
| Year-to-Date Return: |
4.42% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
24-Apr-03 |
|
Dimitris J. Bertsimas
Lead Manager since
24-Apr-03 |
|
| Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, his employer since August 2002. He co-founded Dynamic Ideas, LLC. where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. |
| Min Initial Investment: |
$2,000 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks from which the management selects may be those included in the benchmark, the S&P 500 index. |
| Last Dividend
(20-Dec-06):
|
0.01 |
| Last Cap Gain
(19-Dec-07):
|
0.37 |
| Annual Holdings Turnover
|
62.00% |
| Average for Category:
|
70.73% |
|
| Expense |
AQEBX |
Category
Avg |
| Total Expense Ratio: |
1.79%
|
1.12% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.15% |
| Max Deferred Sales Load: |
5.00%
|
2.66% |
| 3 Yr Expense Projection*: |
$973 |
$584 |
| 5 Yr Expense Projection*: |
$1,186 |
$899 |
| 10 Yr Expense Projection*: |
$1,939 |
$1,778 |
|
|
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