Van Kampen 2015 Retirement Strategy A
522 Fifth Avenue
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Phone: 800-847-2424
| Category: | Target Date 2011-2015 | | Fund Family: | Van Kampen | | Net Assets: | 15.70M | | Year-to-Date Return: | 21.64% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
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Epco van der Lende
Lead Manager since
23-Oct-08 | | |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $1,000 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high levels of long-term total return; current income consistent with preservation of capital is secondary consideration. The fund invests 51% of asset in equity funds, 44% in fixed-income funds and cash, 4% in alternative investment funds. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 30.00% | | Average for Category:
| 35.28% |
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| Expense | VRBAX | Category
Avg | | Total Expense Ratio: | 1.15%
| 0.64% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.25% | | Max Deferred Sales Load: | %
| 1.95% | | 3 Yr Expense Projection*: |
$ 966 | $598 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $896 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,840 |
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