RiverSource Disciplined Large Cap Gr W
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Growth | | Fund Family: | RiverSource | | Net Assets: | 196.54M | | Year-to-Date Return: | 23.70% | | Yield: | 0.53% | | Morningstar Rating: | N/A | | Fund Inception Date: | 01-Aug-08 |
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Dimitris J. Bertsimas
Lead Manager since
17-May-07 | | | Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment since August 2002. He co-founded Dynamic Ideas, LLC, where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. |
| Min Initial Investment: | $500 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of $5 billion at the time of purchase or that are within the capitalization range of companies in the Russell 1000 Growth index. The advisor employs a rigorous process for evaluating the relationship between the risk associated with each security and its potential for positive returns. |
| Last Dividend
(19-Dec-08):
| 0.04 | | Last Cap Gain
(19-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 70.00% | | Average for Category:
| 110.55% |
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| Expense | RDLWX | Category
Avg | | Total Expense Ratio: | 1.13%
| 1.33% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 359 | $672 | | 5 Yr Expense Projection*: |
$ 623 | $1,053 | | 10 Yr Expense Projection*: |
$ 1,379 | $2,074 |
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0.18% Nasdaq 
0.42%
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