RiverSource Partners Fundamental Val A
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 350.69M | | Year-to-Date Return: | 28.70% | | Yield: | 0.24% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-01 |
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Christopher Cullom Davis
Lead Manager since
18-Jun-01 | | | Christopher C. Davis ?Portfolio Manager and Research Analyst Christopher Davis is a research analyst and Chair of the Portfolio Review Committee which oversees the management of the Davis Global, International and All-Cap strategies. Mr. Davis with Kenneth Feinberg is Portfolio Manager for all large cap equity and concentrated equity portfolios. Mr. Davis joined the firm in 1989 after working as a securities analyst. He received his M.A. from the University of St. Andrews in Scotland. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | 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 long-term capital growth. The fund invests primarily in equity securities of U.S. companies with market capitalizations of at least $5 billion at the time of purchase. It may invest up to 25% of assets in foreign investments. The management searches companies with proven track record, significant personal ownership in business, intelligent allocation of capital, smart application of technology, strong balance sheet and so on. |
| Last Dividend
(19-Dec-08):
| 0.01 | | Last Cap Gain
(19-Dec-08):
| 0.27 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 78.74% |
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| Expense | AFVAX | Category
Avg | | Total Expense Ratio: | %
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $781 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,299 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,389 |
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0.20% Nasdaq 
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