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Fund Intelligence | Best Managers | ALDAX Insights | ALDAX Score | ALDAX Performance | ALDAX Manager | ALDAX News | ALDAX Allocation | ALDAX Holdings Change

Mutual Fund Insights: RiverSource Limited Duration Bond A Fund (ALDAX)

In-depth Analysis of RiverSource Limited Duration Bond A Fund (ALDAX)

Mutual fund chart: RiverSource Limited Duration Bond A Fund (ALDAX)

3 months
6 months
1 year
3 year
5 year

See RiverSource Limited Duration Bond A Fund (ALDAX) performance details as of January 31, 2010

  

    Last Trade: $9.83 on 3/16/2010, Change: +0.02 (0.2%)

  

Fund Manager - Tom Murphy

Fund Manager Tenure: 6.7 years   [Similar Funds: ALDBX  ALDIX ]
Fundmojo Fund Grade: B (Score: 0.65)     (What does this score mean?)
Tom Murphy, CFA, Portfolio Manager Managed the Fund since 2003. Sector Leader of investment grade credit sector team. Joined RiverSource Investments in 2002. Managing Director and Portfolio Manager, BlackRock Financial Management, in 2002, and various positions at Zurich Scudder from 1992 to 2002. Began investment career in 1986. MBA, University of Michigan.  Get more insights on Tom Murphy

  

What we like about RiverSource Limited Duration Bond A Fund (ALDAX) What we like about RiverSource Limited Duration Bond A Fund (ALDAX)

Data for RiverSource Limited Duration Bond A Fund (ALDAX) as of January 31, 2010

  • RiverSource Limited Duration Bond A Fund (ALDAX) management has been with RiverSource Limited Duration Bond A Fund for 6.7 years
  • RiverSource Limited Duration Bond A Fund (ALDAX) has good short-term performance (1-year return 16.20% vs 9.51% Short-Term Bond category average)
  • RiverSource Limited Duration Bond A Fund (ALDAX) has good mid-term performance (3-year return 4.87% vs 3.73% Short-Term Bond category average)
  • RiverSource Limited Duration Bond A Fund (ALDAX) has good Long-term performance (5-year return 3.96% vs 3.49% Short-Term Bond category average)
  • RiverSource Limited Duration Bond A Fund (ALDAX) ratio of up-years vs down years is greater than 2
  • RiverSource Limited Duration Bond A Fund (ALDAX) has a lower management fee than its Short-Term Bond average: 0.85% vs 0.92%

  

What we are cautious about RiverSource Limited Duration Bond A Fund (ALDAX) What we are cautious about RiverSource Limited Duration Bond A Fund (ALDAX)

Data for RiverSource Limited Duration Bond A Fund (ALDAX) as of January 31, 2010

  • RiverSource Limited Duration Bond A Fund (ALDAX) has a Morningstar rating of 3 and below
  • RiverSource Limited Duration Bond A Fund (ALDAX) is less safe compared to its Short-Term Bond peers
  • RiverSource Limited Duration Bond A Fund (ALDAX) has an annual stock turnover rate of 335.00% that is higher than the Short-Term Bond average of 109.82%. This could mean RiverSource Limited Duration Bond A is more nimble, but also signal potential high tax impact and high trading fees
  • RiverSource Limited Duration Bond A Fund (ALDAX) is more volatile than its peers as it has a 3-year Standard Deviation of 4 that is higher than category average of 3.36
  • RiverSource Limited Duration Bond A Fund (ALDAX) carries a 3% load
See RiverSource Limited Duration Bond A Fund (ALDAX) performance details as of January 31, 2010

  

  

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RiverSource Limited Duration Bond A Fund (ALDAX) Net Asset

Track net asset change of RiverSource Limited Duration Bond A fund (ALDAX)

DateNet Asset
01/2010$306.42M
11/2009$254.83M
10/2009$227.07M
More historic net asset information on RiverSource Limited Duration Bond A Fund (ALDAX)

  

RiverSource Limited Duration Bond A Fund (ALDAX) Portfolio Allocation

Track portfolio allocation change of RiverSource Limited Duration Bond A fund (ALDAX)

DateCashStockBondOther
10/20090.69%0%99.31%0%
09/20093.52%0%96.49%0%
08/20095.62%0%94.37%0%
Click here to see more historic asset allocation information on RiverSource Limited Duration Bond A Fund (ALDAX)

  

Most Recent Top 10 Holdings in RiverSource Limited Duration Bond A Fund (ALDAX)

Discover what RiverSource Limited Duration Bond A Fund (ALDAX) manager is buying

31-Oct-09
Dr Pepper Snapple Grp 6.12% [3%]
Colorado Intst Gas [2.9%]
Sabmiller 144A 5.7% [2.74%]
Dte Engy 7.625% [2.71%]
Anheuser Busch Inbev Worldwide 144A 7.2% [2.69%]
Nisource Fin 6.15% [2.56%]
Cenovus Engy 144A 4.5% [2.49%]
Donnelley R R & Sons 4.95% [2.42%]
Embarq 6.738% [2.34%]
Kraft Foods 5.25% [2.24%]

30-Sep-09
RIVERSOURCE SHORT TERM INVT SER [2.94%]
Colorado Intst Gas 6.8% [2.74%]
Cenovus Engy 144A 4.5% [2.63%]
DONNELLEY R R & SONS [2.53%]
Shaw Comms 7.2% [2.47%]
Dte Engy 7.625% [2.45%]
Allied Waste North Amer 7.875% [2.38%]
Kraft Foods 5.25% [2.36%]
NISOURCE FIN [2.26%]
Encana 4.75% [2.19%]

31-Aug-09
RIVERSOURCE SHORT TERM INVT SER [5.06%]
Colorado Intst Gas 6.8% [2.62%]
Shaw Communications 7.2% [2.5%]
DONNELLEY R R & SONS [2.23%]
NISOURCE FIN [2.2%]
Allied Waste North Amer 7.875% [2.15%]
Dow Chem 7.6% [1.99%]
SABMILLER PLC [1.98%]
Anadarko Fin 6.75% [1.95%]
Carefusion 144A 5.125% [1.91%]
Click here for Stock Holding Change Map in RiverSource Limited Duration Bond A Fund (ALDAX)

  

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Latest News on RiverSource Limited Duration Bond A (ALDAX)

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