RiverSource Equity Value B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 50.19M | | Year-to-Date Return: | 24.69% | | Yield: | 0.93% | | Morningstar Rating: |  | | Fund Inception Date: | 14-May-84 |
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Warren E. Spitz
Lead Manager since
29-Nov-00 | | | Warren is Vice President and Senior Portfolio Manager for the Contrarian Equity Team. Warren was previously employed as a portfolio manager with Prudential Global Asset Management from 1987 to 2000 and as a senior electric utilities analyst with Dean Witter Reynolds from 1985 to1987. Prior to Dean Witter Reynolds, he worked in the equity research department at Value Line where he was an underwriter with Travelers Insurance Company. |
| 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 growth of capital and income. The fund normally invests at least 80% of assets in equity securities that may provide income, offer the opportunity for long-term capital appreciation, or both. It may invest up to 25% of assets in foreign investments. The management chooses investments by identifying companies that are undervalued. The Fund can invest in any economic sector and, at times, it may emphasize one or more particular sectors. |
| Last Dividend
(24-Sep-09):
| 0.00 | | Last Cap Gain
(17-Dec-08):
| 0.65 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 75.50% |
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| Expense | INEGX | Category
Avg | | Total Expense Ratio: | %
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.45% | | Max Deferred Sales Load: | 5.00%
| 2.64% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $628 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $960 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,847 |
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0.03% Nasdaq 
0.01 (0.11%) 
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