RiverSource Diversified Equity Inc I
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 219.85M | | Year-to-Date Return: | 24.35% | | Yield: | 2.08% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-04 |
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Laton Spahr
Lead Manager since
19-Feb-04 | | | Laton Spahr, CFA, Portfolio Manager Managed the Fund since 2008. Joined RiverSource Investments in 2001 as a Security Analyst. Sector Analyst, Holland Capital Management, 2000 to 2001; Statistical Research Intern, Friess Associates, 1998 to 1999. Began investment career in 1998. MS, University of Wisconsin, Applied Security Analysis Program |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $2,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks a high level of current income with a secondary consideration of steady growth of capital. The fund normally invests at least 80% of assets in dividend-paying common and preferred stocks. It may invest up to 25% of assets in foreign investments. The fund may invest in any economic sector and may emphasize one or more particular sectors. |
| Last Dividend
(24-Sep-09):
| 0.04 | | Last Cap Gain
(11-Mar-08):
| 0.36 | | Annual Holdings Turnover
| 38.00% | | Average for Category:
| 75.50% |
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| Expense | ADIIX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.47% Nasdaq 0.00%
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