Threadneedle Global Equity B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | World Stock | | Fund Family: | RiverSource | | Net Assets: | 34.38M | | Year-to-Date Return: | 23.54% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Stephen Thornber
Lead Manager since
17-Oct-03 | | | Thornber is deputy portfolio manager with Threadneedle International Limited, his employer since 1993. He is head of the global oil research team. Previously, he has worked for Eagle Star Investment Managers, Aberdeen Fund Managers, and the Kuwait Investment Office. He started his career at Touche Remnant in 1987. He is an associate member of the UK Society of Investment Professionals (UKSIP). |
| 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 growth of capital. The fund normally invests at least 80% of assets in equity securities, including companies located in developed and emerging countries. It normally has exposure to foreign currencies. |
| Last Dividend
(20-Dec-06):
| 0.00 | | Last Cap Gain
(21-Dec-00):
| 1.34 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 78.70% |
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| Expense | IDGBX | Category
Avg | | Total Expense Ratio: | 2.23%
| 1.50% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | 5.00%
| 2.54% | | 3 Yr Expense Projection*: |
$ 1,097 | $712 | | 5 Yr Expense Projection*: |
$ 1,396 | $1,102 | | 10 Yr Expense Projection*: |
$ 2,374 | $2,213 |
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