Van Kampen 2025 Retirement Strategy C
522 Fifth Avenue
Map
Phone: 800-847-2424
| Category: | Target Date 2021-2025 | | Fund Family: | Van Kampen | | Net Assets: | 1.38M | | Year-to-Date Return: | 21.23% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
|
Francine Bovich
Lead Manager since
01-Jul-09 | | | Bovich joined Morgan Stanley Asset Management in April 1993 as a principal and head of the company's institutional-equity group. Previously, she had been a principal and executive vice president of Westwood Management Corporation. Prior to that, she was a managing director of Citicorp Investment Management, where she headed the institutional investment management group. Bovich serves as the U.S. Representative to the United Nations Investment Committee. |
| 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 |
|
| |
| The investment seeks high levels of long-term total return; current income consistent with preservation of capital is secondary consideration. The fund invests 64% of asset in equity funds, 28% in fixed-income funds and cash, 8% in alternative investment funds. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 35.41% |
|
| Expense | VRDCX | Category
Avg | | Total Expense Ratio: | 1.97%
| 0.58% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.22% | | Max Deferred Sales Load: | 1.00%
| 2.00% | | 3 Yr Expense Projection*: |
$ 661 | $635 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $925 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,904 |
|
|
2.03% Nasdaq 
Profile
