RiverSource Strategic Allocation B
70100 Ameriprise Financial Center Minneapolis MN 55474
Phone: 888-791-3380
| Category: |
Moderate Allocation |
| Fund Family: |
RiverSource |
| Net Assets: |
104.15M |
| Year-to-Date Return: |
-3.10% |
| Yield: |
0.38% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
20-Mar-95 |
|
Dimitris J. Bertsimas
Lead Manager since
17-Dec-02 |
|
| Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment 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. MS and Ph.D., MIT. |
| 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 to maximum total return through a combination of growth of capital and current income. The fund primarily invests in U.S. investment-grade bonds, international bonds, emerging-market bonds, U.S. high-yield bonds and cash or cash equivalents. It may invest up to 50% of assets in foreign investments, which may include emerging markets and up to 15% of assets in investment-grade debt securities (junk bonds). The fund may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(17-Dec-09):
|
0.01 |
| Last Cap Gain
(17-Dec-08):
|
0.28 |
| Annual Holdings Turnover
|
136.00% |
| Average for Category:
|
87.10% |
|
| Expense |
IMRBX |
Category
Avg |
| Total Expense Ratio: |
1.87%
|
1.02% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
5.30% |
| Max Deferred Sales Load: |
5.00%
|
2.71% |
| 3 Yr Expense Projection*: |
$888 |
$643 |
| 5 Yr Expense Projection*: |
$1,212 |
$981 |
| 10 Yr Expense Projection*: |
$1,993 |
$1,907 |
|
|
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