RiverSource Strategic Allocation B
200 Ameriprise Financial Center,
Phone: 888-791-3380
| Category: | Moderate Allocation | | Fund Family: | RiverSource | | Net Assets: | 127.21M | | Year-to-Date Return: | 0.68% | | Yield: | 1.18% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Mar-95 |
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Dimitris J. Bertsimas
Lead Manager since
17-Dec-02 | | | 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 to maximum total return through a combination of growth of capital and current income. The fund primarily invests in U.S. investment-grade bonds, international bonds, emerging-market bonds, U.S. high-yield bonds and cash or cash equivalents. It may invest up to 50% of assets in foreign investments, which may include emerging markets and up to 15% of assets in investment-grade debt securities (junk bonds). The fund may use derivatives such as futures, options, forward contracts and swaps, including credit default swaps. |
| Last Dividend
(24-Jun-09):
| 0.01 | | Last Cap Gain
(17-Dec-08):
| 0.28 | | Annual Holdings Turnover
| 123.00% | | Average for Category:
| 95.06% |
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| Expense | IMRBX | Category
Avg | | Total Expense Ratio: | 1.80%
| 1.20% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | 5.00%
| 2.72% | | 3 Yr Expense Projection*: |
$967 | $642 | | 5 Yr Expense Projection*: |
$1,176 | $967 | | 10 Yr Expense Projection*: |
$1,920 | $1,884 |
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0.10 (1.21%)
