RiverSource Partners Fundamental Val B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 60.58M | | Year-to-Date Return: | 23.56% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Jun-01 |
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Christopher Cullom Davis
Lead Manager since
18-Jun-01 | | | Davis has over seventeen years experience in investment management and securities research. Christopher Davis joined the firm in 1989 after working as a securities analyst, and now directs the portfolio management of our firm?s large cap equity and financial stock portfolios along with Kenneth C. Feinberg. He received his M.A. from the University of St. Andrews in Scotland. |
| 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 long-term capital growth. The fund invests primarily in equity securities of U.S. companies with market capitalizations of at least $5 billion at the time of purchase. It may invest up to 25% of assets in foreign investments. The management searches companies with proven track record, significant personal ownership in business, intelligent allocation of capital, smart application of technology, strong balance sheet and so on. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
(19-Dec-08):
| 0.27 | | Annual Holdings Turnover
| 19.00% | | Average for Category:
| 70.87% |
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| Expense | AFVBX | Category
Avg | | Total Expense Ratio: | 1.89%
| 1.09% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | 5.00%
| 2.59% | | 3 Yr Expense Projection*: |
$ 936 | $774 | | 5 Yr Expense Projection*: |
$ 1,306 | $1,287 | | 10 Yr Expense Projection*: |
$ 2,215 | $2,366 |
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0.17% Nasdaq 0.00%
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