RiverSource Dividend Opportunity B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 75.82M | | Year-to-Date Return: | 18.65% | | Yield: | 3.81% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Laton Spahr
Lead Manager since
19-Feb-04 | | | Spahr is a portfolio manager with RiverSource Investments, LLC. He joined the firm in 2001 as a security analyst. Prior to that, he served as a sector analyst at Holland Capital Management from 2000 to 2001, statistical research intern at Friess Associates from 1998 to 1999. He began his investment career in 1998. |
| 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 high level of current income with a secondary objective of growth of income and capital. The fund normally invests at least 80% of assets in dividend-paying common and preferred stocks. It may invest up to 25% of assets in foreign investments. The fund may invest in any economic sector and emphasize one or more particular sectors. The management conducts fundamental research on most attractive dividend paying securities. |
| Last Dividend
(24-Sep-09):
| 0.06 | | Last Cap Gain
(20-Dec-01):
| 0.29 | | Annual Holdings Turnover
| 21.00% | | Average for Category:
| 67.10% |
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| Expense | IUTBX | Category
Avg | | Total Expense Ratio: | 1.82%
| 1.27% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | 5.00%
| 2.65% | | 3 Yr Expense Projection*: |
$ 887 | $635 | | 5 Yr Expense Projection*: |
$ 1,216 | $963 | | 10 Yr Expense Projection*: |
$ 2,012 | $1,849 |
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0.17% Nasdaq 0.00%
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