Van Kampen 2040 Retirement Strategy I
522 Fifth Avenue
Phone: 800-847-2424
| Category: | Target Date 2036-2040 | | Fund Family: | Van Kampen | | Net Assets: | 180.00K | | Year-to-Date Return: | -3.19% | | Yield: | 1.42% | | Morningstar Rating: | N/A | | Fund Inception Date: | 23-Oct-08 |
|
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 |
|
| |
| 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):
| 0.19 | | Last Cap Gain
(29-Dec-09):
| 0.12 | | Annual Holdings Turnover
| 13.00% | | Average for Category:
| 42.51% |
|
| Expense | VRGIX | Category
Avg | | Total Expense Ratio: | 0.98%
| 0.64% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.24% | | Max Deferred Sales Load: | %
| 2.29% | | 3 Yr Expense Projection*: |
$6,476 | $909 | | 5 Yr Expense Projection*: |
$8,233 | $1,392 | | 10 Yr Expense Projection*: |
$9,668 | $2,629 |
|
|
0.17 (1.33%)
