Threadneedle Intl Opportunity B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Foreign Large Blend | | Fund Family: | RiverSource | | Net Assets: | 21.04M | | Year-to-Date Return: | 22.42% | | Yield: | 1.08% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Alex Lyle
Lead Manager since
01-Jan-03 | | | Lyle joined Threadneedle in 1994, where he managed the U.K. equity investments for some large insurance clients and has run a wide range of portfolios. He began investment career in 1980. |
| 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 long-term capital appreciation. The fund primarily invests in equity securities of foreign issuers that are believed to offer strong growth potential. It may invest in developed and in emerging markets. The fund normally has exposure to foreign currencies. The management determines the allocation of the assets among various regions at a monthly meeting on asset allocation and regional strategy. |
| Last Dividend
(19-Dec-08):
| 0.08 | | Last Cap Gain
(21-Dec-00):
| 1.76 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 85.40% |
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| Expense | IWWGX | Category
Avg | | Total Expense Ratio: | 2.21%
| 1.43% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | 5.00%
| 2.69% | | 3 Yr Expense Projection*: |
$ 1,091 | $691 | | 5 Yr Expense Projection*: |
$ 1,386 | $1,051 | | 10 Yr Expense Projection*: |
$ 2,356 | $2,098 |
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0.17% Nasdaq 0.00%
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