Van Kampen Equity and Income B
Van Kampen Investments Inc. 522 Fifth Avenue New York, NY 10020
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Phone: 800-847-2424
| Category: | Moderate Allocation | | Fund Family: | Van Kampen | | Net Assets: | 1.61B | | Year-to-Date Return: | 22.64% | | Yield: | 2.28% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-92 |
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Thomas Bastian
Lead Manager since
30-Apr-03 | | | Bastian is a managing director with Morgan Stanley Investment Advisors Inc., his employer since 2003. Prior to joining the firm, he was a portfolio manager at Eagle Asset Management and an analyst at Bank One Corporation. Bastian holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks current income; growth is a secondary consideration. The fund invests primarily in income-producing equity instruments (including common stocks, preferred stocks and convertible securities) and investment-grade quality debt securities. It invests at least 65% of total assets in income-producing equity securities. The fund may invest up to 25% of total assets in securities of foreign issuers. It may invest up to 15% of total assets in real estate investment trusts. The fund may purchase and sell certain derivative instruments to facilitate portfolio management and to mitigate risks. |
| Last Dividend
(9-Dec-09):
| 0.03 | | Last Cap Gain
(12-Mar-08):
| 0.01 | | Annual Holdings Turnover
| 56.00% | | Average for Category:
| 82.83% |
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| Expense | ACEQX | Category
Avg | | Total Expense Ratio: | %
| 1.01% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 5.00%
| 2.71% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $633 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $964 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,881 |
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0.67% Nasdaq 0.00%
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