RiverSource Limited Duration Bond A 70100 Ameriprise Financial Center Mineapolis MN 55474 Map
Phone: 888-791-3380
| Category: | Short-Term Bond | | Fund Family: | RiverSource | | Net Assets: | 62.83M | | Year-to-Date Return: | -2.68% | | Yield: | 4.27% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Jun-03 |
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Tom Murphy
Lead Manager since
19-Jun-03 | | | Murphy is a vice president and senior sector manager of the company. Murhphy holds the Chartered Financial Analyst designation. |
| 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 to provide current income consistent with preservation of capital. The fund normally invests at least 80% of assets in bonds and other debt securities. It normally doesn't invest in equities rated below investment-grade, although it may hold securities that have been downgraded. The fund may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(25-Sep-08):
| 0.03 | | Last Cap Gain
(22-Dec-05):
| 0.02 | | Annual Holdings Turnover
| 263.00% | | Average for Category:
| 106.23% |
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| Expense | ALDAX | Category Avg | | Total Expense Ratio: | 0.89%
| 0.92% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 3.00%
| 2.76% | | Max Deferred Sales Load: | 0.00%
| 2.14% | | 3 Yr Expense Projection*: |
$621 | $416 | | 5 Yr Expense Projection*: |
$874 | $660 | | 10 Yr Expense Projection*: |
$1,597 | $1,357 |
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