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Mutual Fund Insights: RiverSource High Yield Bond C Fund (APECX)

In-depth Analysis of RiverSource High Yield Bond C Fund (APECX)

Mutual fund chart: RiverSource High Yield Bond C Fund (APECX)

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See RiverSource High Yield Bond C Fund (APECX) performance details as of February 28, 2010

  

    Last Trade: $2.66 on 3/19/2010, Change: 0.00 (0%)

  

Fund Manager - Scott Schroepfer

Fund Manager Tenure: 11.1 years
Fundmojo Fund Grade: C (Score: 0.59)     (What does this score mean?)
Scott Schroepfer, CFA, Portfolio Manager Managed the Fund since 2008. Sector Manager on high yield fixed income sector team. Joined RiverSource Investments in 1990. Began investment career in 1986. MBA, University of Minnesota.  Get more insights on Scott Schroepfer

  

What we like about RiverSource High Yield Bond C Fund (APECX) What we like about RiverSource High Yield Bond C Fund (APECX)

Data for RiverSource High Yield Bond C Fund (APECX) as of February 28, 2010

  • RiverSource High Yield Bond C Fund (APECX) management has been with RiverSource High Yield Bond C Fund for 11.1 years
  • RiverSource High Yield Bond C Fund (APECX) has good mid-term performance (3-year return 3.41% vs 2.71 % High Yield Bond category average)
  • RiverSource High Yield Bond C Fund (APECX) has good Long-term performance (5-year return 4.93% vs 4.33 % High Yield Bond category average)
  • RiverSource High Yield Bond C Fund (APECX) ratio of up-years vs down years is greater than 2
  • RiverSource High Yield Bond C Fund (APECX) has an annual stock turnover rate of 83.00% vs High Yield Bond average of 97.73%. It is good that RiverSource High Yield Bond C management does not trade extensively for its return.
  • RiverSource High Yield Bond C Fund (APECX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.77, lower than category average of 15.37

  

What we are cautious about RiverSource High Yield Bond C Fund (APECX) What we are cautious about RiverSource High Yield Bond C Fund (APECX)

Data for RiverSource High Yield Bond C Fund (APECX) as of February 28, 2010

  • RiverSource High Yield Bond C Fund (APECX) has a less-than-ideal short-term performance (1-year return 44.68% vs 45.45 % High Yield Bond category average)
  • RiverSource High Yield Bond C Fund (APECX) has a Morningstar rating of 3 and below
  • RiverSource High Yield Bond C Fund (APECX) has a higher management fee of 1.77% than its High Yield Bond average of 1.21%
  • RiverSource High Yield Bond C Fund (APECX) carries a 1% load
See RiverSource High Yield Bond C Fund (APECX) performance details as of February 28, 2010

  

  

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RiverSource High Yield Bond C Fund (APECX) Net Asset

Track net asset change of RiverSource High Yield Bond C fund (APECX)

DateNet Asset
02/2010$1.79B
01/2010$73.48M
11/2009$71.69M
More historic net asset information on RiverSource High Yield Bond C Fund (APECX)

  

RiverSource High Yield Bond C Fund (APECX) Portfolio Allocation

Track portfolio allocation change of RiverSource High Yield Bond C fund (APECX)

DateCashStockBondOther
01/20103.6%0.06%96.04%0.31%
10/20094.76%0.16%94.17%0.91%
09/20095.34%0%94.15%0.5%
Click here to see more historic asset allocation information on RiverSource High Yield Bond C Fund (APECX)

  

Most Recent Top 10 Holdings in RiverSource High Yield Bond C Fund (APECX)

Discover what RiverSource High Yield Bond C Fund (APECX) manager is buying

31-Jan-10
Riversource Short Term Invt Ser [3.6%]
Noranda Alum Acquisition FRN [1.74%]
Cit Grp 7% [1.44%]
Charter Comm Operating Dd Tl 2.00 [1.41%]
Dresser Tl 2nd Lien 5.75 [1.39%]
Davita 7.25% [1.28%]
Chemtura 6.875% [1.26%]
Nrg Engy 7.375% [1.22%]
Hexion Specialty Chem Tlc1 2.25 [1.16%]
Windstream 8.625% [1.12%]

31-Oct-09
Riversource Short Term Invt Ser [4.76%]
Noranda Alum Acquisition FRN [1.62%]
Charter Comm Operating Dd Tl 2.00 [1.47%]
Dresser Tl 2nd Lien 5.75 [1.41%]
Nrg Engy 7.375% [1.29%]
Chemtura 6.875% [1.27%]
Windstream 8.625% [1.2%]
Fairpoint Communications Tlb 2.75 [1.09%]
Hexion Specialty Chem Tlc1 2.25 [1.08%]
Kosa Lux Fin B V / Kosa Uk Fi 144A 9.25% [1.06%]

30-Sep-09
RIVERSOURCE SHORT TERM INVT SER [5.34%]
Charter Comm Operating Dd Tl 2.00 [1.56%]
Dresser Tl 2nd Lien 5.75 [1.39%]
Noranda Alum Acquisition Corpro 144A FRN [1.32%]
Chemtura 6.875% [1.29%]
Nrg Engy 7.375% [1.29%]
Fairpoint Communications Tlb 2.75 [1.29%]
Windstream 8.625% [1.22%]
Hexion Specialty Chem Tlc1 2.25 [1.16%]
Kosa Lux Fin B V / Kosa Uk Fi 144A 9.25% [1.07%]
Click here for Stock Holding Change Map in RiverSource High Yield Bond C Fund (APECX)

  

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