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

Mutual Fund Insights: RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

In-depth Analysis of RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

Mutual fund chart: RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

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See RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) performance details as of January 31, 2010

  

    Last Trade: $8.16 on 3/12/2010, Change: 0.00 (0%)
Experiment our closing price forecasting tool for RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) (alpha release)

  

Fund ManagerFund Manager - Dimitris J. Bertsimas

Fund Manager Tenure: 1.6 years   [Similar Funds: RLCAX  RLCOX  RLCRX  RLCWX  RLCYX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
Bertsimas is a senior portfolio manager with RiverSource Investments, LLC, and his employment since August 2002. He co-founded Dynamic Ideas, LLC, where he served as managing partner from 1999 to 2002. He began his investment career as a consultant to asset managers in 1993. Currently, he is also a professor of operations research of Sloan School of Management and the Operations Research Center, MIT. MS and Ph.D., MIT.  Get more insights on Dimitris J. Bertsimas

  

What we like about RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) What we like about RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

Data for RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) as of January 31, 2010

  • RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) ratio of up-years vs down years is greater than 2
  • RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) has an annual stock turnover rate of 63.00% vs Large Value average of 69.44%. It is good that RiverSource Disciplined Large Cap Val R3 management does not trade extensively for its return.

  

What we are cautious about RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) What we are cautious about RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

Data for RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) as of January 31, 2010

  • RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) management has been with RiverSource Disciplined Large Cap Val R3 Fund for only 1.6 years, it is hard to judge manager's ability based on this fund's operation record
  • RiverSource Disciplined Large Cap Val R3 Fund is a focused fund with 30.89% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) has a less-than-ideal short-term performance (1-year return 32.45% vs 32.89% Large Value category average)
  • RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) has a higher management fee of 1.44% than its Large Value average of 1.28%
  • Even though RiverSource Disciplined Large Cap Val R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) performance details as of January 31, 2010

  

  

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RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) Net Asset

Track net asset change of RiverSource Disciplined Large Cap Val R3 fund (RLCTX)

DateNet Asset
01/2010$10.00K
11/2009$10.00K
10/2009$10.00K
More historic net asset information on RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

  

RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) Portfolio Allocation

Track portfolio allocation change of RiverSource Disciplined Large Cap Val R3 fund (RLCTX)

DateCashStockBondOther
10/20090.76%99.24%0%0%
09/20090.43%99.05%0%0.52%
08/20090.4%99.6%0%0%
Click here to see more historic asset allocation information on RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

  

Most Recent Top 10 Holdings in RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

Discover what RiverSource Disciplined Large Cap Val R3 Fund (RLCTX) manager is buying

31-Oct-09
CONOCOPHILLIPS [5.58%]
PFIZER INC [5.18%]
BK OF AMERICA CP [4.4%]
GOLDMAN SACHS GRP [4.23%]
MORGAN STANLEY [2.4%]
CITIGROUP INC [2.03%]
ALLSTATE CP [1.99%]
GEN ELECTRIC CO [1.89%]
DOW CHEMICAL [1.81%]
EXXON MOBIL CP [1.67%]

30-Sep-09
CONOCOPHILLIPS [4.75%]
PFIZER INC [4.74%]
BK OF AMERICA CP [4.53%]
MCDONALDS CP [2.62%]
MERCK CO INC [2.55%]
GOLDMAN SACHS GRP [2.15%]
MORGAN STANLEY [2.14%]
CITIGROUP INC [2.07%]
ALLSTATE CP [1.92%]
DOW CHEMICAL [1.87%]

31-Aug-09
PFIZER INC [5.06%]
CONOCOPHILLIPS [4.8%]
BK OF AMERICA CP [4.59%]
MERCK CO INC [3.09%]
MCDONALDS CP [3.04%]
HOME DEPOT INC [2.82%]
BRISTOL-MYERS SQUIBB [2.04%]
ALLSTATE CP [1.97%]
PROCTER GAMBLE CO [1.82%]
EXXON MOBIL CP [1.77%]
Click here for Stock Holding Change Map in RiverSource Disciplined Large Cap Val R3 Fund (RLCTX)

  

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