Van Kampen American Franchise A Van Kampen American Franchise Fund 1221 Avenue of the Americas
Phone: 800-847-2424
| Category: |
Large Blend |
| Fund Family: |
Van Kampen |
| Net Assets: |
191.75M |
| Year-to-Date Return: |
-3.91% |
| Yield: |
1.27% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
23-Jun-05 |
|
Alexander Norton
Lead Manager since
30-Dec-09 |
|
| Alex joined Morgan Stanley in 2000 and has 14 years of investment experience. He is a senior investor on the team. Prior to joining the Firm, he was an associate in Equity Derivative Sales and later an associate in Equity Research at Donaldson Lufkin & Jenrette. Previously, he was a Bond Broker with Cantor Fitzgerald. Alex received a BA from the University of Pennsylvania in History and an MBA from Columbia Business School in Finance. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$1,000 |
| Min Initial Investment, AIP: |
$50 |
| Min Subsequent Investment: |
$50 |
| Min Subsequent Investment, IRA: |
$50 |
| Min Subsequent Investment, AIP: |
$50 |
|
|
|
| The investment seeks long-term capital appreciation. The fund primarily invests in securities of issuers that the portfolio management team believes have, among other things, resilient business franchises, strong cash flows, modest capital requirements, capable management and growth potential. It generally considers selling a portfolio security when it determines that the security no longer satisfies its investment criteria or that replacing the security with another investment should improve the fund?s valuation and/or quality. The fund is nondiversified. |
| Last Dividend
(10-Dec-09):
|
0.12 |
| Last Cap Gain
(13-Dec-07):
|
0.58 |
| Annual Holdings Turnover
|
105.00% |
| Average for Category:
|
80.36% |
|
| Expense |
VAFAX |
Category Avg |
| Total Expense Ratio: |
1.35%
|
1.10% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.25% |
| Max Deferred Sales Load: |
%
|
2.61% |
| 3 Yr Expense Projection*: |
$978 |
$768 |
| 5 Yr Expense Projection*: |
$1,272 |
$1,311 |
| 10 Yr Expense Projection*: |
$2,105 |
$2,413 |
|
|