RiverSource Retirement Plus 2025 R5
70100 Ameriprise Financial Center Minneapolis MN 55474
Phone: 888-791-3380
| Category: | Target Date 2021-2025 | | Fund Family: | RiverSource | | Net Assets: | 0 | | Year-to-Date Return: | -3.81% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 11-Dec-06 |
|
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: | $2,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $100 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
|
| |
| The investment seeks high total return through a combination of current income and capital appreciation, consistent with its current asset allocation. The fund invests in a combination of underlying funds for which RiverSource Investment or an affiliate acts as investment manager or principal underwriter. The management allocates assets within and across different asset classes. It is managed for investors planning to retire or to begin withdrawing assets around the year 2025. |
| Last Dividend
(20-Dec-07):
| 0.27 | | Last Cap Gain
(20-Dec-07):
| 0.68 | | Annual Holdings Turnover
| 41.00% | | Average for Category:
| N/A |
|
| Expense | RSURX | Category
Avg | | Total Expense Ratio: | 0.08%
| 0.61% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.24% | | Max Deferred Sales Load: | 0.00%
| 2.06% | | 3 Yr Expense Projection*: |
$357 | $647 | | 5 Yr Expense Projection*: |
$655 | $1,151 | | 10 Yr Expense Projection*: |
$1,507 | $2,360 |
|
|
0.10 (1.38%)
