RiverSource Limited Duration Bond A
200 Ameriprise Financial Center,
Phone: 888-791-3380
| Category: | Short-Term Bond | | Fund Family: | RiverSource | | Net Assets: | 86.07M | | Year-to-Date Return: | 7.61% | | Yield: | 3.76% | | Morningstar Rating: |  | | Fund Inception Date: | 19-Jun-03 |
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Tom Murphy
Lead Manager since
19-Jun-03 | | | Murphy is a portfolio manager of RiverSource Investments and he joined the company in 2002. Before, he is managing director and portfolio manager of BlackRock Financial Management in 2002. Murphy worked in Zurich Scudder from 1992 to 2002. Murphy holds the Chartered Financial Analyst designation. |
| 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 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. It may invest up to 25% of net assets in foreign investments. |
| Last Dividend
(24-Jun-09):
| 0.04 | | Last Cap Gain
(22-Dec-05):
| 0.02 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 108.05% |
|
| Expense | ALDAX | Category
Avg | | Total Expense Ratio: | 0.89%
| 0.97% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 3.00%
| 2.59% | | Max Deferred Sales Load: | %
| 2.15% | | 3 Yr Expense Projection*: |
$615 | $409 | | 5 Yr Expense Projection*: |
$861 | $659 | | 10 Yr Expense Projection*: |
$1,566 | $1,364 |
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0.01 (0.10%)
