RS Low Duration Bond B
RS Investment Trust 388 Market Street, Suite 1700 San Francisco, CA 94111
Phone: 800-766-3863
| Category: |
Short-Term Bond |
| Fund Family: |
RS Funds |
| Net Assets: |
630.00K |
| Year-to-Date Return: |
0.87% |
| Yield: |
2.04% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
30-Jul-03 |
|
Howard Chin
Lead Manager since
30-Jul-03 |
|
| Chin is a portfolio manager with Guardian Investor Services, his employer since 1997. Previously, he was senior mortgage strategist with Goldman Sachs & Co. |
| Min Initial Investment: |
$2,500 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$100 |
| Min Subsequent Investment, IRA: |
$100 |
| Min Subsequent Investment, AIP: |
$100 |
|
|
|
| The investment seeks a high level of current income, consistent with preservation of capital. The fund normally invests at least 80% of assets in debt securities, which may include, corporate bonds, mortgage-backed and asset-backed securities, and obligations of the U.S. government and its agencies and instrumentalities. It invests less than 10% of assets in lower-rated securities. It may invest up to 10% of assets in foreign securities denominated in U.S. dollars. |
| Last Dividend
(29-Jan-10):
|
0.02 |
| Last Cap Gain
(17-Dec-09):
|
0.00 |
| Annual Holdings Turnover
|
127.00% |
| Average for Category:
|
109.82% |
|
| Expense |
RLDBX |
Category
Avg |
| Total Expense Ratio: |
1.55%
|
0.92% |
| Max 12b1 Fee: |
1.00%
|
N/A |
| Max Front End Sales Load: |
%
|
2.54% |
| Max Deferred Sales Load: |
3.00%
|
2.13% |
| 3 Yr Expense Projection*: |
$771 |
$409 |
| 5 Yr Expense Projection*: |
$1,111 |
$646 |
| 10 Yr Expense Projection*: |
$2,048 |
$1,333 |
|
|
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