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

Mutual Fund Insights: RiverSource Dividend Opportunity I Fund (RSOIX)

In-depth Analysis of RiverSource Dividend Opportunity I Fund (RSOIX)

Mutual fund chart: RiverSource Dividend Opportunity I Fund (RSOIX)

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See RiverSource Dividend Opportunity I Fund (RSOIX) performance details as of January 31, 2010

  

    Last Trade: $7.14 on 3/19/2010, Change: -0.05 (-0.7%)
Experiment our closing price forecasting tool for RiverSource Dividend Opportunity I Fund (RSOIX) (alpha release)

  

Fund Manager - Laton Spahr

Fund Manager Tenure: 6.1 years   [Similar Funds: RSOOX  RSORX  RSOTX  RSVIX ]
Fundmojo Fund Grade: A (Score: 0.78)     (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 Dividend Opportunity I Fund (RSOIX) What we like about RiverSource Dividend Opportunity I Fund (RSOIX)

Data for RiverSource Dividend Opportunity I Fund (RSOIX) as of January 31, 2010

  • RiverSource Dividend Opportunity I Fund (RSOIX) management has been with RiverSource Dividend Opportunity I Fund for 6.1 years
  • RiverSource Dividend Opportunity I Fund (RSOIX) has good short-term performance (1-year return 38.30% vs 32.89% Large Value category average)
  • RiverSource Dividend Opportunity I Fund (RSOIX) has good mid-term performance (3-year return -5.91% vs -8.60% Large Value category average)
  • RiverSource Dividend Opportunity I Fund (RSOIX) has good Long-term performance (5-year return 2.60% vs -0.19% Large Value category average)
  • RiverSource Dividend Opportunity I Fund (RSOIX) ratio of up-years vs down years is greater than 2
  • RiverSource Dividend Opportunity I Fund (RSOIX) has a Morningstar rating of 4 and above
  • RiverSource Dividend Opportunity I Fund (RSOIX) has an annual stock turnover rate of 21.00% vs Large Value average of 69.44%. It is good that RiverSource Dividend Opportunity I management does not trade extensively for its return.
  • RiverSource Dividend Opportunity I Fund (RSOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 19.66, lower than category average of 20.74
  • RiverSource Dividend Opportunity I Fund (RSOIX) has a lower management fee than its Large Value average: 0.62% vs 1.28%
  • RiverSource Dividend Opportunity I Fund (RSOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about RiverSource Dividend Opportunity I Fund (RSOIX) What we are cautious about RiverSource Dividend Opportunity I Fund (RSOIX)

Data for RiverSource Dividend Opportunity I Fund (RSOIX) as of January 31, 2010

  • RiverSource Dividend Opportunity I Fund is a focused fund with 30.65% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
See RiverSource Dividend Opportunity I Fund (RSOIX) performance details as of January 31, 2010

  

  

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RiverSource Dividend Opportunity I Fund (RSOIX) Net Asset

Track net asset change of RiverSource Dividend Opportunity I fund (RSOIX)

DateNet Asset
01/2010$174.08M
11/2009$184.76M
10/2009$176.49M
More historic net asset information on RiverSource Dividend Opportunity I Fund (RSOIX)

  

RiverSource Dividend Opportunity I Fund (RSOIX) Portfolio Allocation

Track portfolio allocation change of RiverSource Dividend Opportunity I fund (RSOIX)

DateCashStockBondOther
10/20090.09%98.26%0%1.66%
09/20090.44%96.25%0%3.3%
08/20090%96.66%0%3.34%
Click here to see more historic asset allocation information on RiverSource Dividend Opportunity I Fund (RSOIX)

  

Most Recent Top 10 Holdings in RiverSource Dividend Opportunity I Fund (RSOIX)

Discover what RiverSource Dividend Opportunity I Fund (RSOIX) manager is buying

31-Oct-09
CHEVRON CORP [4.2%]
BP PLC [4.06%]
LORILLARD, INC [3.91%]
PFIZER INC [3.26%]
AT&T INC. [3.18%]
BRISTOL-MYERS SQUIBB [2.83%]
VERIZON COMMUN [2.82%]
ENBRIDGE INC [2.25%]
DU PONT E I DE NEM [2.1%]
PHILIP MORRIS INTL [2.03%]

30-Sep-09
BP PLC [3.78%]
CHEVRON CORP [3.75%]
LORILLARD, INC [3.63%]
AT&T INC. [3.25%]
PFIZER INC [2.93%]
BRISTOL-MYERS SQUIBB [2.83%]
VERIZON COMMUN [2.8%]
BK OF AMERICA CP [2.25%]
ENBRIDGE INC [2.18%]
DU PONT E I DE NEM [2.05%]

31-Aug-09
CHEVRON CORP [4.07%]
BP PLC [3.78%]
LORILLARD, INC [3.56%]
AT&T INC. [3.25%]
PFIZER INC [3.07%]
VERIZON COMMUN [3.04%]
BRISTOL-MYERS SQUIBB [2.89%]
BK OF AMERICA CP [2.42%]
ENBRIDGE INC [2.17%]
DU PONT E I DE NEM [2.12%]
Click here for Stock Holding Change Map in RiverSource Dividend Opportunity I Fund (RSOIX)

  

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