Van Kampen 2035 Retirement Strategy R
522 Fifth Avenue
Phone: 800-847-2424
| Category: | Target Date 2031-2035 | | Fund Family: | Van Kampen | | Net Assets: | 850.00K | | Year-to-Date Return: | -3.23% | | Yield: | 1.23% | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
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Francine Bovich
Lead Manager since
31-Jul-09 | | | Bovich joined Morgan Stanley Asset Management in April 1993 as a principal and head of the company's institutional-equity group. Previously, she had been a principal and executive vice president of Westwood Management Corporation. Prior to that, she was a managing director of Citicorp Investment Management, where she headed the institutional investment management group. Bovich serves as the U.S. Representative to the United Nations Investment Committee. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks high levels of long-term total return until the target retirement date and then to seek current income consistent with preservation of capital. The fund invests 80% of asset in equity funds, 10% in fixed-income funds and cash, 10% in alternative investment funds.It is nondiversified. |
| Last Dividend
(29-Dec-09):
| 0.16 | | Last Cap Gain
(29-Dec-09):
| 0.16 | | Annual Holdings Turnover
| 11.00% | | Average for Category:
| 34.04% |
|
| Expense | VRFRX | Category
Avg | | Total Expense Ratio: | 1.48%
| 0.56% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | %
| 5.18% | | Max Deferred Sales Load: | %
| 1.92% | | 3 Yr Expense Projection*: |
$5,535 | $756 | | 5 Yr Expense Projection*: |
$7,602 | $1,173 | | 10 Yr Expense Projection*: |
$10,040 | $2,231 |
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0.16 (1.26%)
