RiverSource LaSalle Mthly Div Rel Est R2
100 Park Avenue New York NY 10017
Phone: 800-221-2450
| Category: |
Real Estate |
| Fund Family: |
RiverSource |
| Net Assets: |
3.85M |
| Year-to-Date Return: |
-5.95% |
| Yield: |
3.05% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
16-Jul-03 |
|
Keith R. Pauley
Lead Manager since
16-Jul-03 |
|
| Pauley is a managing director of LaSalle Securities U.S. and has been Chief Investment Officer of LaSalle Securities U.S. since 1996. He takes care of portfolio management and oversight of securities research and trading at LaSalle Securities U.S. Pauley joined LaSalle Securities U.S. in 1986. He is a member of the Baltimore Security Analysts Society and NAREIT. Pauley holds the Chartered Financial Analyst designation. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks high level of current income and capital appreciation is secondary. The fund invests at least 80% of net assets in equity and equity-related securities issued by "real estate companies". It invests primarily in securities issued by Equity REITs that are expected to pay dividends at a rate which is similar to the average paid by the REITs in the Fund's benchmark. |
| Last Dividend
(20-Jan-10):
|
0.01 |
| Last Cap Gain
(12-Dec-07):
|
1.34 |
| Annual Holdings Turnover
|
77.00% |
| Average for Category:
|
119.83% |
|
| Expense |
SRERX |
Category
Avg |
| Total Expense Ratio: |
1.85%
|
1.47% |
| Max 12b1 Fee: |
0.50%
|
N/A |
| Max Front End Sales Load: |
%
|
5.46% |
| Max Deferred Sales Load: |
%
|
2.75% |
| 3 Yr Expense Projection*: |
$625 |
$642 |
| 5 Yr Expense Projection*: |
$1,089 |
$991 |
| 10 Yr Expense Projection*: |
$2,373 |
$1,973 |
|
|
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