RiverSource Mid Cap Growth I
70100 Ameriprise Financial Center Minneapolis MN 55474
Phone: 888-791-3380
| Category: | Mid-Cap Growth | | Fund Family: | RiverSource | | Net Assets: | 68.61M | | Year-to-Date Return: | 23.24% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 04-Mar-04 |
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John K. Schonberg
Lead Manager since
17-Oct-06 | | | Schonberg is a senior portfolio manager and equity team leader with RiverSource Investments, his employer since 1997. He began investment career in 1988. Schonberg holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to provide shareholders with growth of capital. The fund invests at least 80% of assets in the common stocks of mid-capitalization companies. The advisor defines mid-cap companies as those whose market capitalization falls within the range of the companies that comprise the Russell Midcap(R) Growth index. It may choose to continue to hold a stock even if the company's market capitalization grows beyond the largest market capitalization of a company within the index falls below the market capitalization of the smallest company within the index. |
| Last Dividend
| N/A | | Last Cap Gain
(19-Dec-07):
| 2.13 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 129.61% |
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| Expense | AQUIX | Category
Avg | | Total Expense Ratio: | 0.71%
| 1.47% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.45% | | Max Deferred Sales Load: | 0.00%
| 2.64% | | 3 Yr Expense Projection*: |
$227 | $675 | | 5 Yr Expense Projection*: |
$396 | $1,055 | | 10 Yr Expense Projection*: |
$886 | $2,085 |
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0.10 (1.10%)
