RiverSource Mid Cap Growth R4 70100 Ameriprise Financial Center Minneapolis MN 55474 Map
Phone: 888-791-3380
| Category: | Mid-Cap Growth | | Fund Family: | RiverSource | | Net Assets: | 4.06M | | Year-to-Date Return: | 55.09% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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John K. Schonberg
Lead Manager since
17-Oct-06 | | | John joined the RiverSource Investments in 1997 as a Senior Portfolio Manager managing growth portfolios for institutions. Before being promoted to his current role in 2005 John led a U.S. market neutral hedge fund team. Prior to joining RiverSource Investments, Mr. Schonberg worked at Piper Jaffray for 10 years as an equity portfolio manager, a fundamental equity analyst, and a technical analyst. Mr. Schonberg earned his B.S. degree in finance from the University of Nebraska in 1987. |
| 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 to provide shareholders with growth of capital. The fund invests at least 80% of assets in the common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index. It may choose to continue to hold a stock even if the company's market capitalization grows beyond the largest market capitalization of a company within the index falls below the market capitalization of the smallest company within the index. |
| Last Dividend
(22-Dec-98):
| 0.01 | | Last Cap Gain
(19-Dec-07):
| 2.13 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 132.16% |
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| Expense | IESYX | Category Avg | | Total Expense Ratio: | %
| 1.46% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.68% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $707 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,038 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,057 |
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