RiverSource Mid Cap Value B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Mid-Cap Value | | Fund Family: | RiverSource | | Net Assets: | 101.52M | | Year-to-Date Return: | 32.08% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Feb-02 |
|
Laton Spahr
Lead Manager since
19-Feb-03 | | | 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: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of medium-sized companies whose market capitalizations at the time of purchase fall within the range of the Russell Midcap Value index. It may invest up to 25% of assets in foreign investments. The fund may invest up to 20% of assets in stocks of smaller or larger companies, preferreds, convertibles, or other debt securities. |
| Last Dividend
(19-Dec-02):
| 0.00 | | Last Cap Gain
(19-Dec-08):
| 0.45 | | Annual Holdings Turnover
| 42.00% | | Average for Category:
| 92.67% |
|
| Expense | AMVBX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
|
|
0.83% Nasdaq 0.00%
Profile
