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

Mutual Fund Insights: RiverSource Partners Select Value A Fund (AXVAX)

In-depth Analysis of RiverSource Partners Select Value A Fund (AXVAX)

Mutual fund chart: RiverSource Partners Select Value A Fund (AXVAX)

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See RiverSource Partners Select Value A Fund (AXVAX) performance details as of January 31, 2010

  

    Last Trade: $4.19 on 3/15/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for RiverSource Partners Select Value A Fund (AXVAX) (alpha release)

  

Fund ManagerFund Manager - Laton Spahr

Fund Manager Tenure: 0.4 years   [Similar Funds: AXVBX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (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 Partners Select Value A Fund (AXVAX) What we like about RiverSource Partners Select Value A Fund (AXVAX)

Data for RiverSource Partners Select Value A Fund (AXVAX) as of January 31, 2010

  • RiverSource Partners Select Value A Fund (AXVAX) has good mid-term performance (3-year return -6.24% vs -6.98% Mid-Cap Value category average)
  • RiverSource Partners Select Value A Fund (AXVAX) ratio of up-years vs down years is greater than 2
  • RiverSource Partners Select Value A Fund (AXVAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23, lower than category average of 24.2

  

What we are cautious about RiverSource Partners Select Value A Fund (AXVAX) What we are cautious about RiverSource Partners Select Value A Fund (AXVAX)

Data for RiverSource Partners Select Value A Fund (AXVAX) as of January 31, 2010

  • RiverSource Partners Select Value A Fund (AXVAX) management has been with RiverSource Partners Select Value A Fund for only 0.4 years, it is hard to judge manager's ability based on this fund's operation record
  • RiverSource Partners Select Value A Fund (AXVAX) has a less-than-ideal short-term performance (1-year return 36.38% vs 43.98% Mid-Cap Value category average)
  • RiverSource Partners Select Value A Fund (AXVAX) has a less-than-ideal Long-term performance (5-year return 0.71% vs 1.33% Mid-Cap Value category average)
  • RiverSource Partners Select Value A Fund (AXVAX) has a Morningstar rating of 3 and below
  • RiverSource Partners Select Value A Fund (AXVAX) has a higher management fee of 1.38% than its Mid-Cap Value average of 1.37%
  • RiverSource Partners Select Value A Fund (AXVAX) carries a 5.75% load
See RiverSource Partners Select Value A Fund (AXVAX) performance details as of January 31, 2010

  

  

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RiverSource Partners Select Value A Fund (AXVAX) Net Asset

Track net asset change of RiverSource Partners Select Value A fund (AXVAX)

DateNet Asset
01/2010$182.51M
11/2009$188.51M
10/2009$186.92M
More historic net asset information on RiverSource Partners Select Value A Fund (AXVAX)

  

RiverSource Partners Select Value A Fund (AXVAX) Portfolio Allocation

Track portfolio allocation change of RiverSource Partners Select Value A fund (AXVAX)

DateCashStockBondOther
10/20092.67%97.33%0%0%
09/20091.62%98.39%0%0%
08/20091.81%98.19%0%0%
Click here to see more historic asset allocation information on RiverSource Partners Select Value A Fund (AXVAX)

  

Most Recent Top 10 Holdings in RiverSource Partners Select Value A Fund (AXVAX)

Discover what RiverSource Partners Select Value A Fund (AXVAX) manager is buying

31-Oct-09
NOBLE CORP (NEW) [3.3%]
SIMON PPTY GRP INC [3.18%]
Riversource Short Term Invt Ser [2.67%]
DUKE REALTY CP [2.53%]
R.R. Donnelley & Sons Company [2.26%]
ALLSTATE CP [2.22%]
SONOCO PRODUCTS [2.17%]
LINCOLN NATL CP [2.16%]
COMPUTER SCIENCES CP [2.14%]
CIGNA CP [2.09%]

30-Sep-09
SIMON PPTY GRP INC [3.09%]
NOBLE CORP (NEW) [2.93%]
DUKE REALTY CP [2.59%]
R.R. Donnelley & Sons Company [2.29%]
LINCOLN NATL CP [2.22%]
ALLSTATE CP [2.18%]
SONOCO PRODUCTS [2.12%]
COMPUTER SCIENCES CP [2.11%]
CIGNA CP [2%]
SARA LEE CP [1.77%]

31-Aug-09
SIMON PPTY GRP INC [2.88%]
NOBLE CORP (NEW) [2.78%]
R.R. Donnelley & Sons Company [2.68%]
DUKE REALTY CP [2.59%]
LINCOLN NATL CP [2.22%]
ALLSTATE CP [2.15%]
CIGNA CP [2.07%]
SONOCO PRODUCTS [2.01%]
COMPUTER SCIENCES CP [2%]
RIVERSOURCE SHORT TERM INVT SER [1.81%]
Click here for Stock Holding Change Map in RiverSource Partners Select Value A Fund (AXVAX)

  

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