Van Kampen 2040 Retirement Strategy C
Van Kampen Asset Management, 522 Fifth Avenue, New York, NY 10036, U.S.A.
Phone: 800-847-2424
| Category: | Target Date 2036-2040 | | Fund Family: | Van Kampen | | Net Assets: | 230.00K | | Year-to-Date Return: | 9.44% | | Yield: | % | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
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Epco van der Lende
Lead Manager since
23-Oct-08 | | |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $500 | | Min Initial Investment, AIP: | $50 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $50 | | Min Subsequent Investment, AIP: | $50 |
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| The investment seeks high levels of long-term total return; current income consistent with preservation of capital is secondary consideration. The fund invests 80% of asset in equity funds, 10% in fixed-income funds and cash, 10% in alternative investment funds. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| N/A | | Average for Category:
| 37.07% |
|
| Expense | VRGCX | Category
Avg | | Total Expense Ratio: | 1.98%
| 0.82% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | 1.00%
| 2.25% | | 3 Yr Expense Projection*: |
$688 | $767 | | 5 Yr Expense Projection*: |
$N/A | $1,331 | | 10 Yr Expense Projection*: |
$N/A | $2,658 |
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0.16 (1.26%)
