RiverSource Real Estate B
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 888-791-3380
| Category: | Real Estate | | Fund Family: | RiverSource | | Net Assets: | 5.94M | | Year-to-Date Return: | 12.18% | | Yield: | 2.09% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-04 |
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Julene Melquist
Lead Manager since
01-May-05 | | | Melquist is a portfolio manager with RiverSource Investments. She joined RiverSource Investments in 2005 as a portfolio manager. Melquist was an analyst and portfolio manager at U.S. Bancorp Asset Management from 1994 to 2005. She Began investment career in 1993. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return from both current income and capital appreciation. The fund normally invests at least 80% of assets in securities of companies operating in the real estate industry, including equity securities of real estate investment trusts (REITs), and other real estate related investments companies that invest in real estate or real estate debt and which qualify for REIT tax status. It is nondiversified. |
| Last Dividend
(24-Sep-09):
| 0.07 | | Last Cap Gain
(17-Dec-08):
| 0.07 | | Annual Holdings Turnover
| 51.00% | | Average for Category:
| 117.01% |
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| Expense | AESBX | Category
Avg | | Total Expense Ratio: | 2.13%
| 1.44% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | 5.00%
| 2.76% | | 3 Yr Expense Projection*: |
$ 1,040 | $637 | | 5 Yr Expense Projection*: |
$ 1,490 | $981 | | 10 Yr Expense Projection*: |
$ 2,601 | $1,955 |
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