RS Investment Quality Bond B
RS Investment Trust 388 Market Street, Suite 1700 San Francisco, CA 94111
Map
Phone: 800-766-3863
| Category: | Intermediate-Term Bond | | Fund Family: | RS Funds | | Net Assets: | 3.92M | | Year-to-Date Return: | 1.68% | | Yield: | 3.34% | | Morningstar Rating: |  | | Fund Inception Date: | 07-Aug-00 |
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Howard Chin
Lead Manager since
31-Dec-98 | | | Chin is a portfolio manager with Guardian Investor Services, his employer since 1997. Previously, he was senior mortgage strategist with Goldman Sachs & Co. |
| Min Initial Investment: | $2,500 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks a high level of current income and capital appreciation without undue risk to principal. The fund normally invests at least 80% of assets in investment-grade debt securities. It normally invests less than 10% of assets in lower-rated securities. The fund may also invest up to 10% of assets in foreign securities denominated in U.S. dollars. |
| Last Dividend
(29-Jan-10):
| 0.03 | | Last Cap Gain
(13-Jun-06):
| 0.03 | | Annual Holdings Turnover
| 172.00% | | Average for Category:
| 231.70% |
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| Expense | RIQBX | Category
Avg | | Total Expense Ratio: | 1.60%
| 0.95% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 4.18% | | Max Deferred Sales Load: | 3.00%
| 2.66% | | 3 Yr Expense Projection*: |
$ 751 | $454 | | 5 Yr Expense Projection*: |
$ 1,065 | $711 | | 10 Yr Expense Projection*: |
$ 1,906 | $1,437 |
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1.52% Nasdaq 0.00%
0.02 (0.20%) 
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