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Monday, November 9, 2009, 4:26PM ET - U.S. Markets Closed. Dow Up 2.03% Nasdaq Up 1.97%
RiverSource Disciplined Large Cap Val R4 (RLCYX)On Nov 6: 7.75  Up 0.01 (0.13%)  
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Profile  As of 30-Sep-09Get Profile for:
RiverSource Disciplined Large Cap Val R4
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 8887913380
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FUND OVERVIEW 
Category:Large Value
Fund Family:RiverSource
Net Assets:10.00K
Year-to-Date Return:16.27%
Yield:0.65%
Morningstar Rating:N/A
Fund Inception Date:01-Aug-08
MORNINGSTAR STYLE BOX 
Large Value
[View Category Definition]
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About the Morningstar Style Box
MANAGEMENT INFORMATION 
Dimitris J. Bertsimas
Lead Manager since 01-Aug-08
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:$2,000
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$100
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
RLCYX can be purchased from 5 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): 0.05
Last Cap Gain YFT_NOT_APPLICABLE_ABBREVIATION
Annual Holdings Turnover 6.00%
Average for Category: 67.10%
FEES & EXPENSES 
ExpenseRLCYXCategory
Avg
Total Expense Ratio:1.20% 1.27%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.44%
Max Deferred Sales Load:% 2.65%
3 Yr Expense Projection*: $ 994$635
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$963
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,849
* Per $10,000 invested


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