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

Mutual Fund Insights: RiverSource Mid Cap Value B Fund (AMVBX)

In-depth Analysis of RiverSource Mid Cap Value B Fund (AMVBX)

Mutual fund chart: RiverSource Mid Cap Value B Fund (AMVBX)

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See RiverSource Mid Cap Value B Fund (AMVBX) performance details as of January 31, 2010

  

    Last Trade: $6.68 on 3/16/2010, Change: +0.07 (1.06%)
Experiment our closing price forecasting tool for RiverSource Mid Cap Value B Fund (AMVBX) (alpha release)

  

Fund Manager - Laton Spahr

Fund Manager Tenure: 7.1 years   [Similar Funds: AMVAX  AMVCX ]
Fundmojo Fund Grade: B (Score: 0.62)     (What does this score mean?)
Laton Spahr, CFA, Portfolio Manager Managed the Fund since 2008. Joined RiverSource Investments in 2001 as a Security Analyst. Sector Analyst, Holland Capital Management, 2000 to 2001; Statistical Research Intern, Friess Associates, 1998 to 1999. Began investment career in 1998. MS, University of Wisconsin, Applied Security Analysis Program  Get more insights on Laton Spahr

  

What we like about RiverSource Mid Cap Value B Fund (AMVBX) What we like about RiverSource Mid Cap Value B Fund (AMVBX)

Data for RiverSource Mid Cap Value B Fund (AMVBX) as of January 31, 2010

  • RiverSource Mid Cap Value B Fund (AMVBX) management has been with RiverSource Mid Cap Value B Fund for 7.1 years
  • RiverSource Mid Cap Value B Fund (AMVBX) has good short-term performance (1-year return 45.31% vs 43.98% Mid-Cap Value category average)
  • RiverSource Mid Cap Value B Fund (AMVBX) has good Long-term performance (5-year return 1.96% vs 1.33% Mid-Cap Value category average)
  • RiverSource Mid Cap Value B Fund (AMVBX) ratio of up-years vs down years is greater than 2
  • RiverSource Mid Cap Value B Fund (AMVBX) has an annual stock turnover rate of 42.00% vs Mid-Cap Value average of 107.20%. It is good that RiverSource Mid Cap Value B management does not trade extensively for its return.

  

What we are cautious about RiverSource Mid Cap Value B Fund (AMVBX) What we are cautious about RiverSource Mid Cap Value B Fund (AMVBX)

Data for RiverSource Mid Cap Value B Fund (AMVBX) as of January 31, 2010

  • RiverSource Mid Cap Value B Fund (AMVBX) has a less-than-ideal mid-term performance (3-year return -7.52% vs -6.98% Mid-Cap Value category average)
  • RiverSource Mid Cap Value B Fund (AMVBX) has a Morningstar rating of 3 and below
  • RiverSource Mid Cap Value B Fund (AMVBX) is less safe compared to its Mid-Cap Value peers
  • RiverSource Mid Cap Value B Fund (AMVBX) is more volatile than its peers as it has a 3-year Standard Deviation of 25.37 that is higher than category average of 24.2
  • RiverSource Mid Cap Value B Fund (AMVBX) has a higher management fee of 1.96% than its Mid-Cap Value average of 1.37%
  • RiverSource Mid Cap Value B Fund (AMVBX) carries a 5% load
See RiverSource Mid Cap Value B Fund (AMVBX) performance details as of January 31, 2010

  

  

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RiverSource Mid Cap Value B Fund (AMVBX) Net Asset

Track net asset change of RiverSource Mid Cap Value B fund (AMVBX)

DateNet Asset
01/2010$98.40M
11/2009$101.52M
10/2009$98.44M
More historic net asset information on RiverSource Mid Cap Value B Fund (AMVBX)

  

RiverSource Mid Cap Value B Fund (AMVBX) Portfolio Allocation

Track portfolio allocation change of RiverSource Mid Cap Value B fund (AMVBX)

DateCashStockBondOther
10/20090.71%96.6%0%2.69%
09/20090.54%96.9%0%2.56%
08/20090.6%96.8%0%2.59%
Click here to see more historic asset allocation information on RiverSource Mid Cap Value B Fund (AMVBX)

  

Most Recent Top 10 Holdings in RiverSource Mid Cap Value B Fund (AMVBX)

Discover what RiverSource Mid Cap Value B Fund (AMVBX) manager is buying

31-Oct-09
LORILLARD, INC [3.46%]
XL CAPITAL LTD [2.98%]
COOPER INDS PLC [2.39%]
Mylan Inc. [2.26%]
EVEREST RE GRP LTD [2.09%]
PARTNERRE LTD [2.08%]
EATON CP [1.91%]
EASTMAN CHEM CO [1.75%]
ENBRIDGE INC [1.55%]
FREEPORT MCMORAN B [1.5%]

30-Sep-09
LORILLARD, INC [3.07%]
XL CAPITAL LTD [3.04%]
EVEREST RE GRP LTD [2.15%]
Mylan Inc. [2.11%]
COOPER INDS PLC [2.07%]
PARTNERRE LTD [1.99%]
EATON CP [1.7%]
EASTMAN CHEM CO [1.69%]
ENBRIDGE INC [1.47%]
LUBRIZOL CP [1.47%]

31-Aug-09
XL CAPITAL LTD [3.14%]
LORILLARD, INC [3.09%]
Mylan Inc. [2.23%]
EVEREST RE GRP LTD [2.15%]
PARTNERRE LTD [1.98%]
EASTMAN CHEM CO [1.87%]
COOPER INDS PLC [1.69%]
EATON CP [1.68%]
INGERSOLL RAND LTD A [1.52%]
LUBRIZOL CP [1.5%]
Click here for Stock Holding Change Map in RiverSource Mid Cap Value B Fund (AMVBX)

  

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