RiverSource S & P 500 Index D
200 Ameriprise Financial Center,
Phone: 888-791-3380
| Category: | Large Blend | | Fund Family: | RiverSource | | Net Assets: | 20.95M | | Year-to-Date Return: | 3.02% | | Yield: | 3.11% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Oct-99 |
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Dimitris J. Bertsimas
Lead Manager since
01-Jan-09 | | | 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: | $2,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks long-term capital appreciation. The fund invests in common stocks included in the Standard & Poor's 500 Composite Stock Price index. The management follows a passive or indexing investment approach in an attempt to mirror the performance of an index. The fund normally invests at least 80% of its total assets in securities that are contained in the applicable index. |
| Last Dividend
(19-Dec-08):
| 0.10 | | Last Cap Gain
(19-Dec-08):
| 0.20 | | Annual Holdings Turnover
| 5.00% | | Average for Category:
| 75.97% |
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| Expense | ADIDX | Category
Avg | | Total Expense Ratio: | 0.61%
| 1.14% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.62% | | 3 Yr Expense Projection*: |
$224 | $577 | | 5 Yr Expense Projection*: |
$399 | $878 | | 10 Yr Expense Projection*: |
$910 | $1,747 |
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0.04 (1.14%)
