RiverSource Infl Protected Secs B 70100 Ameriprise Financial Center Mineapolis MN 55474 Map
Phone: 800-221-2450
| Category: | Inflation-Protected Bond | | Fund Family: | RiverSource | | Net Assets: | 23.27M | | Year-to-Date Return: | 9.70% | | Yield: | 0.69% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-04 |
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Todd A. White
Lead Manager since
31-Dec-08 | | | White is the portfolio manager of RiverSource Investments since Nov 17th, 2008. Prior to this, he is the managing director, global head of the Asset-Backed and Mortgage-Backed Securities businesses, and North American head of the Interest Rate business in HSBC from 2004 to 2008. White worked as a managing director and head of Business for Mortgage Pass-Through and Options in Lehman Brothers, from 2000 to 2004. |
| Min Initial Investment: | $5,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $5,000 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide shareholders with a total return that exceeds the rate of inflation over the long-term. The fund typically invests at least 80% of assets in inflation-protected debt securities. These securities include inflation-indexed bonds of varying maturities issued by the U.S. and non-U.S. governments, their agencies or instrumentalities, and corporations. It currently tends to focus on inflation protected debt-securities issued by the U.S. Treasury. It invests only in securities rated investment-grade. The fund is nondiversified. |
| Last Dividend
(24-Nov-09):
| 0.00 | | Last Cap Gain
(17-Dec-08):
| 0.10 | | Annual Holdings Turnover
| 160.00% | | Average for Category:
| 225.36% |
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| Expense | APSBX | Category Avg | | Total Expense Ratio: | %
| 0.85% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.09% | | Max Deferred Sales Load: | 5.00%
| 2.30% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $410 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $659 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,335 |
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