RiverSource Disiplid Sm & Md Cap Eq I
70100 Ameriprise Financial Center Minneapolis MN 55474
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Phone: 888-791-3380
| Category: | Mid-Cap Value | | Fund Family: | RiverSource | | Net Assets: | 15.84M | | Year-to-Date Return: | -4.40% | | Yield: | 0.58% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-May-06 |
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Dimitris J. Bertsimas
Lead Manager since
18-May-06 | | | Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment since August 2002. He co-founded Dynamic Ideas, LLC. where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | $2,000 | | 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 growth. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations of up to $5 billion or that fall within the range of companies that comprise the Russell 2500(TM) index at the time of investment. The management chooses equity investments by employing proprietary, disciplined quantitative methods. |
| Last Dividend
(19-Dec-07):
| 0.05 | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 84.00% | | Average for Category:
| 80.03% |
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| Expense | RDSIX | Category
Avg | | Total Expense Ratio: | 0.95%
| 1.36% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$302 | $635 | | 5 Yr Expense Projection*: |
$528 | $955 | | 10 Yr Expense Projection*: |
$1,179 | $1,916 |
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1.49% Nasdaq 
0.27%
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