RiverSource 120/20 Contrarian Equity A
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 33.78M | | Year-to-Date Return: | 38.13% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Oct-07 |
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Laton Spahr
Lead Manager since
18-Oct-07 | | | Spahr is a portfolio manager with RiverSource Investments, LLC. He joined the firm in 2001 as a security analyst. Prior to that, he served as a sector analyst at Holland Capital Management from 2000 to 2001, statistical research intern at Friess Associates from 1998 to 1999. He began his investment career in 1998. |
| Min Initial Investment: | $10,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $10,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term growth of capital. The fund normally invests 80% of assets in equity securities and may invests up to 25% of assets in foreign investments. It expects to maintain an approximate net 100% long asset exposure to the equity market, targeting 110% to 120% long exposure and 10% to 20% short exposure. The fund's long exposure may range between 80% and 120%, and the fund's short exposure may range between 0% and 20%. It can invest in any economic sector and, at times, it may emphasize one or more particular sectors. |
| Last Dividend
(19-Dec-07):
| 0.03 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 36.00% | | Average for Category:
| 78.74% |
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| Expense | RCEAX | 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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