RiverSource Large Cap Value A
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Large Value | | Fund Family: | RiverSource | | Net Assets: | 23.46M | | Year-to-Date Return: | -36.85% | | Yield: | 1.95% | | Morningstar Rating: |  | | Fund Inception Date: | 27-Jun-02 |
|
Robert D. Ewing
Lead Manager since
27-Jun-02 | | | Ewing is a portfolio manager at RiverSource Investments. He joined the firm in 2002. Prior to that, he worked at Fidelity Investments, where he started in 1990 as an equity analyst. Ewing began his investment career in 1988. Ewing holds the Chartered Financial Analyst designation . |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of companies with a market capitalization greater than $5 billion. It may also invest in income-producing securities, such as preferred securities. The fund may invest up to 25% of assets in foreign investments. |
| Last Dividend
(19-Dec-07):
| 0.07 | | Last Cap Gain
(19-Dec-07):
| 0.48 | | Annual Holdings Turnover
| 35.00% | | Average for Category:
| 60.91% |
|
| Expense | ALVAX | Category
Avg | | Total Expense Ratio: | 1.28%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 5.42% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$967 | $591 | | 5 Yr Expense Projection*: |
$1,253 | $885 | | 10 Yr Expense Projection*: |
$2,068 | $1,741 |
|
|
2.51% Nasdaq 0.00%
Profile
