Van Kampen 2050 Retirement Strategy A
522 Fifth Avenue
Phone: 800-847-2424
| Category: |
Target Date 2050+ |
| Fund Family: |
Van Kampen |
| Net Assets: |
2.25M |
| Year-to-Date Return: |
-3.56% |
| Yield: |
1.70% |
| 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: |
$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 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):
|
0.23 |
| Last Cap Gain
(29-Dec-09):
|
0.25 |
| Annual Holdings Turnover
|
15.00% |
| Average for Category:
|
56.14% |
|
| Expense |
VRIAX |
Category
Avg |
| Total Expense Ratio: |
1.23%
|
0.62% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
5.75%
|
5.22% |
| Max Deferred Sales Load: |
%
|
2.18% |
| 3 Yr Expense Projection*: |
$7,195 |
$1,298 |
| 5 Yr Expense Projection*: |
$8,411 |
$2,041 |
| 10 Yr Expense Projection*: |
$9,067 |
$3,674 |
|
|
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