Van Kampen 2040 Retirement Strategy A
522 Fifth Avenue
Map
Phone: 800-847-2424
| Category: | Target Date 2036-2040 | | Fund Family: | Van Kampen | | Net Assets: | 6.13M | | Year-to-Date Return: | -3.20% | | Yield: | 1.36% | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
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Francine Bovich
Lead Manager since
31-Jul-09 | | | Bovich joined Morgan Stanley Asset Management in April 1993 as a principal and head of the company's institutional-equity group. Previously, she had been a principal and executive vice president of Westwood Management Corporation. Prior to that, she was a managing director of Citicorp Investment Management, where she headed the institutional investment management group. Bovich serves as the U.S. Representative to the United Nations Investment Committee. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high levels of long-term total return until the target retirement date and then to seek current income consistent with preservation of capital. The fund invests 80% of asset in equity funds, 10% in fixed-income funds and cash, 10% in alternative investment funds.It is nondiversified. |
| Last Dividend
(29-Dec-09):
| 0.18 | | Last Cap Gain
(29-Dec-09):
| 0.12 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 42.51% |
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| Expense | VRGAX | Category
Avg | | Total Expense Ratio: | 1.23%
| 0.64% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$ 6,697 | $909 | | 5 Yr Expense Projection*: |
$ 8,343 | $1,392 | | 10 Yr Expense Projection*: |
$ 9,673 | $2,629 |
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1.52% Nasdaq 0.00%
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