RiverSource Equity Value A
50606 Ameriprise Financial Center H27/5228 Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Large Value |
| Fund Family: |
RiverSource |
| Net Assets: |
1.01B |
| Year-to-Date Return: |
6.81% |
| Yield: |
1.22% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
20-Mar-95 |
|
Warren E. Spitz
Lead Manager since
29-Nov-00 |
|
| Spitz is currently a senior portfolio manager for RiverSource Investments, his employer since 2000. Prior to that, he was a portfolio manager of Prudential Investment from 1987 through 2000. Previously, Spitz worked for Value Line in equity research and for Dean Witter Reynolds as an electric utilities analyst. He began investment career in 1984. |
| 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 growth of capital and income. The fund normally invests at least 80% of assets in equity securities that may provide income, offer the opportunity for long-term capital appreciation, or both. It may invest up to 25% of assets in foreign investments. The management chooses investments by identifying companies that are undervalued. |
| Last Dividend
(17-Dec-07):
|
0.05 |
| Last Cap Gain
(17-Dec-07):
|
0.77 |
| Annual Holdings Turnover
|
37.00% |
| Average for Category:
|
56.64% |
|
| Expense |
IEVAX |
Category
Avg |
| Total Expense Ratio: |
1.09%
|
1.31% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.34% |
| Max Deferred Sales Load: |
0.00%
|
2.70% |
| 3 Yr Expense Projection*: |
$902 |
$595 |
| 5 Yr Expense Projection*: |
$1,142 |
$913 |
| 10 Yr Expense Projection*: |
$1,832 |
$1,795 |
|
|
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