Mutual Fund Insights: RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

In-depth Analysis of RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

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See RiverSource Retirement Plus 2040 R5 Fund (RSPUX) performance details as of February 28, 2010

  

Last Trade: $7.62 on 3/19/2010, Change: -0.05 (-0.65%)

  

Fund Manager - Colin J. Lundgren

Fund Manager Tenure: 3.8 years
Fundmojo Fund Grade: D (Score: 0.46)     (What does this score mean?)

Colin J. Lundgren is vice president of Institutional Fixed Income. Colin J. Lundgren began his career at RiverSource Investments in 1986 and became the Manager of the Investment Statistical Group in 1989. Colin J. Lundgren has held positions of responsibility for the development and operation of enhanced equity index products, fixed income quantitative analysis, and mortgage sector analysis. In 1995, Colin J. Lundgren became a portfolio manager.  Get more insights on Colin J. Lundgren

  

 What we like about RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

Data for RiverSource Retirement Plus 2040 R5 Fund (RSPUX) as of February 28, 2010

• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) management has been with RiverSource Retirement Plus 2040 R5 Fund for 3.8 years
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) has good mid-term performance (3-year return -6.61% vs -5.59 % Target Date 2036-2040 category average)
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.71, lower than category average of 20.61
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) has a lower management fee than its Target Date 2036-2040 average: 0.03% vs 0.64%
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

Data for RiverSource Retirement Plus 2040 R5 Fund (RSPUX) as of February 28, 2010

• RiverSource Retirement Plus 2040 R5 Fund is a focused fund with 99.33% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) has a less-than-ideal short-term performance (1-year return 42.68% vs 53.14 % Target Date 2036-2040 category average)
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) ratio of up-years vs down years can be improved
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) has a Morningstar rating of 3 and below
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) is less safe compared to its Target Date 2036-2040 peers
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) has an annual stock turnover rate of 50.00% that is higher than the Target Date 2036-2040 average of 38.17%. This could mean RiverSource Retirement Plus 2040 R5 is more nimble, but also signal potential high tax impact and high trading fees
• RiverSource Retirement Plus 2040 R5 Fund (RSPUX) does not have a good risk adjusted return as its 3-year Alpha of -6.82 is worse than category average of -5.34, and its 3-year Sharpe ratio is -0.37

See RiverSource Retirement Plus 2040 R5 Fund (RSPUX) performance details as of February 28, 2010

  

  

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RiverSource Retirement Plus 2040 R5 Fund (RSPUX) Net Asset

Track net asset change of RiverSource Retirement Plus 2040 R5 fund (RSPUX)

Date	Net Asset
02/2010	$12.86M
01/2010	N/A
11/2009	N/A

More historic net asset information on RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

  

RiverSource Retirement Plus 2040 R5 Fund (RSPUX) Portfolio Allocation

Track portfolio allocation change of RiverSource Retirement Plus 2040 R5 fund (RSPUX)

Date	Cash	Stock	Bond	Other
01/2010	2.03%	81.34%	16.4%	0.21%
10/2009	4.03%	77.82%	17.97%	0.19%
09/2009	3.25%	76.59%	19.78%	0.39%

Click here to see more historic asset allocation information on RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

  

Most Recent Top 10 Holdings in RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

Discover what RiverSource Retirement Plus 2040 R5 Fund (RSPUX) manager is buying

31-Jan-10 RiverSource Disciplined Equity I [38.85%] RiverSource Disciplined Intl Equity I [19.4%] RiverSource Disciplined Large Cap Gr I [10.17%] RiverSource Disciplined Large Cap Val I [8.72%] RiverSource Discp Sm & Md Cap Eq I [5.41%] RiverSource Diversified Bond I [4.67%] RiverSource Emerging Markets Bond I [4.02%] RiverSource High Yield Bond I [3.95%] RiverSource Infl Protected Secs I [3.35%] RiverSource Global Bond I [0.79%]

31-Oct-09 RiverSource Disciplined Equity I [42.12%] RiverSource Disciplined Intl Equity I [15.73%] RiverSource Disciplined Large Cap Gr I [8.93%] RiverSource Disciplined Large Cap Val I [7.59%] RiverSource Diversified Bond I [6.75%] RiverSource Infl Protected Secs I [5.46%] RiverSource Discp Sm & Md Cap Eq I [5.19%] RiverSource Emerging Markets Bond I [4%] RiverSource High Yield Bond I [2.75%] RiverSource Global Bond I [0.81%]

30-Sep-09 RiverSource Disciplined Equity I [44.62%] RiverSource Disciplined Intl Equity I [13.12%] RiverSource Diversified Bond I [11.31%] RiverSource Disciplined Large Cap Val I [7.24%] RiverSource Discp Sm & Md Cap Eq I [6.57%] RiverSource Disciplined Large Cap Gr I [5.9%] RiverSource Infl Protected Secs I [5.52%] RiverSource Emerging Markets Bond I [3.91%] RiverSource Global Bond I [0.78%] RiverSource High Yield Bond I [0.67%]

Click here for Stock Holding Change Map in RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

  

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See more information on RiverSource Retirement Plus 2040 R5 Fund (RSPUX)

• RiverSource Retirement Plus 2040 R5 Fund Insights
• RiverSource Retirement Plus 2040 R5 Fund Performance Data
• RiverSource Retirement Plus 2040 R5 Fund News
• RiverSource Retirement Plus 2040 R5 Fund Score Explaination
• RiverSource Retirement Plus 2040 R5 Fund Manager Information
• Historic RiverSource Retirement Plus 2040 R5 Fund Asset Allocation Report
• Historic RiverSource Retirement Plus 2040 R5 Fund Top 10 Holding Tracking
• Historic RiverSource Retirement Plus 2040 R5 Fund Asset Under Management Tracking