RiverSource Mid Cap Value B
70100 Ameriprise Financial Center Minneapolis MN 55474
Map
Phone: 888-791-3380
| Category: | Mid-Cap Value | | Fund Family: | RiverSource | | Net Assets: | 124.31M | | Year-to-Date Return: | -40.44% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 14-Feb-02 |
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Warren E. Spitz
Lead Manager since
14-Feb-02 | | | Spitz is currently a senior portfolio manager for RiverSource Investments, his employer since 2000. Prior to that, he was a portfolio manager of Prudential Investment from 1987 through 2000. Previously, Spitz worked for Value Line in equity research and for Dean Witter Reynolds as an electric utilities analyst. He began investment career in 1984. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of medium-sized companies whose market capitalizations at the time of purchase fall within the range of the Russell Midcap Value index. It may invest up to 25% of assets in foreign investments. The fund may invest up to 20% of assets in stocks of smaller or larger companies, preferreds, convertibles, or other debt securities. |
| Last Dividend
(19-Dec-02):
| 0.00 | | Last Cap Gain
(19-Dec-07):
| 0.47 | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 82.28% |
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| Expense | AMVBX | Category
Avg | | Total Expense Ratio: | 1.99%
| 1.37% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 5.00%
| 2.51% | | 3 Yr Expense Projection*: |
$1,025 | $635 | | 5 Yr Expense Projection*: |
$1,274 | $955 | | 10 Yr Expense Projection*: |
$2,125 | $1,917 |
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2.37% Nasdaq 
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