RiverSource Disciplined Equity I
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 800-221-2450
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 340.77M | | Year-to-Date Return: | 13.04% | | Yield: | 4.24% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Jul-04 |
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Dimitris J. Bertsimas
Lead Manager since
24-Apr-03 | | | Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment since August 2002. He co-founded Dynamic Ideas, LLC, where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund typically invests 80% of assets in equity securities of companies listed on U.S. exchanges with market capitalizations greater than $5 billion at the time of purchase. The universe of stocks from which the management selects may be those included in the benchmark, the S&P 500 index. |
| Last Dividend
(9-Sep-09):
| 0.12 | | Last Cap Gain
(19-Dec-08):
| 0.15 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 78.94% |
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| Expense | ALEIX | Category
Avg | | Total Expense Ratio: | 0.56%
| 1.08% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 180 | $776 | | 5 Yr Expense Projection*: |
$ 313 | $1,291 | | 10 Yr Expense Projection*: |
$ 705 | $2,371 |
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0.83% Nasdaq 0.00%
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