RiverSource Balanced B
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 888-791-3380
| Category: | Moderate Allocation | | Fund Family: | RiverSource | | Net Assets: | 17.60M | | Year-to-Date Return: | 22.51% | | Yield: | 1.99% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Tom Murphy
Lead Manager since
03-Mar-03 | | | Tom Murphy, CFA, Portfolio Manager Managed the Fund since 2003. Sector Leader of investment grade credit sector team. Joined RiverSource Investments in 2002. Managing Director and Portfolio Manager, BlackRock Financial Management, in 2002, and various positions at Zurich Scudder from 1992 to 2002. Began investment career in 1986. MBA, University of Michigan. |
| 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 |
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| The investment seeks a balance of capital growth and current income. The fund invests primarily in a combination of common and preferred stocks, bonds and other debt securities. It normally invests at least 40% of the assets in common stocks and no less than 25% of total assets in debt securities. The fund may invest up to 25% of total assets in foreign investments. It may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(24-Sep-09):
| 0.01 | | Last Cap Gain
(20-Dec-00):
| 0.00 | | Annual Holdings Turnover
| 189.00% | | Average for Category:
| 82.83% |
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| Expense | IDMBX | 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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1.27% Nasdaq 
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