RLCWX: Profile for RIVERSOURCE DISCIPLINED LARGE C

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.

INVESTMENT INFORMATION

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

RLCWX can be purchased from 2 brokerages.

FUND SUMMARY

The investment seeks to provide shareholders with long-term capital growth. The fund normally invests at least 80% of net assets in equity securities of companies with market capitalizations of over $5 billion at the time of purchase or that are within the capitalization range of companies in the Russell 1000(R) Value index (the index) at the time of purchase. As long as an investment continues to meet the fund's other investment criteria, it may choose to continue to hold a stock even if the company's market capitalization falls below the market capitalization of the smallest company held within the index.

FUND OPERATIONS

Last Dividend (19-Dec-08):	0.04
Last Cap Gain	YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover	6.00%
Average for Category:	67.10%

FEES & EXPENSES

Expense	RLCWX	Category Avg
Total Expense Ratio:	1.35%	1.27%
Max 12b1 Fee:	%	N/A
Max Front End Sales Load:	%	5.44%
Max Deferred Sales Load:	%	2.65%
3 Yr Expense Projection*:	$ 1,032	$635
5 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$963
10 Yr Expense Projection*:	$ YFT_NOT_APPLICABLE_ABBREVIATION	$1,849

* Per $10,000 invested

Add to Portfolio

Set Alert

Email to a Friend

•

Top Performers by Style

•

Morningstar Editorials