Van Kampen 2045 Retirement Strategy R 522 Fifth Avenue
Phone: 800-847-2424
| Category: |
Target Date 2041-2045 |
| Fund Family: |
Van Kampen |
| Net Assets: |
210.00K |
| Year-to-Date Return: |
-3.14% |
| Yield: |
1.49% |
| Morningstar Rating: |
N/A |
| Fund Inception Date: |
23-Oct-08 |
|
Francine Bovich
Lead Manager since
31-Jul-09 |
|
| Bovich joined Morgan Stanley Asset Management in April 1993 as a principal and head of the company's institutional-equity group. Previously, she had been a principal and executive vice president of Westwood Management Corporation. Prior to that, she was a managing director of Citicorp Investment Management, where she headed the institutional investment management group. Bovich serves as the U.S. Representative to the United Nations Investment Committee. |
| Min Initial Investment: |
$0 |
| Min Initial Investment, IRA: |
NaN |
| Min Initial Investment, AIP: |
NaN |
| Min Subsequent Investment: |
NaN |
| Min Subsequent Investment, IRA: |
N/A |
| Min Subsequent Investment, AIP: |
N/A |
|
|
|
| The investment seeks high levels of long-term total return until the target retirement date and then to seek current income consistent with preservation of capital. The fund invests 80% of asset in equity funds, 10% in fixed-income funds and cash, 10% in alternative investment funds.It is nondiversified. |
| Last Dividend
(29-Dec-09):
|
0.20 |
| Last Cap Gain
(29-Dec-09):
|
0.26 |
| Annual Holdings Turnover
|
15.00% |
| Average for Category:
|
32.63% |
|
| Expense |
VRHRX |
Category Avg |
| Total Expense Ratio: |
1.48%
|
0.57% |
| Max 12b1 Fee: |
0.50%
|
N/A |
| Max Front End Sales Load: |
%
|
5.18% |
| Max Deferred Sales Load: |
%
|
1.92% |
| 3 Yr Expense Projection*: |
$6,997 |
$877 |
| 5 Yr Expense Projection*: |
$8,322 |
$1,388 |
| 10 Yr Expense Projection*: |
$9,062 |
$2,581 |
|
|