RiverSource Discp Sm & Md Cap Eq A
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 800-221-2450
| Category: | Mid-Cap Value | | Fund Family: | RiverSource | | Net Assets: | 9.82M | | Year-to-Date Return: | 13.71% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 18-May-06 |
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Dimitris J. Bertsimas
Lead Manager since
18-May-06 | | | 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: | $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 growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of up to $5 billion or that fall within the range of companies that comprise the Russell 2500(TM) index at the time of investment. It may also invest up to 25% of net assets in foreign investments. |
| Last Dividend
(19-Dec-07):
| 0.02 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 104.00% | | Average for Category:
| 91.15% |
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| Expense | RDSAX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.44% | | Max Deferred Sales Load: | %
| 2.49% | | 3 Yr Expense Projection*: |
$ 989 | $661 | | 5 Yr Expense Projection*: |
$ 1,294 | $1,033 | | 10 Yr Expense Projection*: |
$ 2,160 | $2,042 |
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