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Mutual Fund Insights: RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

In-depth Analysis of RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

Mutual fund chart: RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

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See RiverSource Retirement Plus 2015 R3 Fund (RSRTX) performance details as of January 31, 2010

Last Trade: $8.34 on 3/12/2010, Change: +0.01 (0.12%)

Fund Manager - Colin J. Lundgren

Fund Manager Tenure: 3.8 years
Fundmojo Fund Grade: E (Score: 0.36) (What does this score mean?)

Lundgren is vice president of Institutional Fixed Income. He began his career at RiverSource Investments in 1986 and became the Manager of the Investment Statistical Group in 1989. He 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, he became a portfolio manager. Get more insights on Colin J. Lundgren

What we like about RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

Data for RiverSource Retirement Plus 2015 R3 Fund (RSRTX) as of January 31, 2010

RiverSource Retirement Plus 2015 R3 Fund (RSRTX) management has been with RiverSource Retirement Plus 2015 R3 Fund for 3.8 years

What we are cautious about RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

Data for RiverSource Retirement Plus 2015 R3 Fund (RSRTX) as of January 31, 2010

RiverSource Retirement Plus 2015 R3 Fund is a focused fund with 98.30% 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 2015 R3 Fund (RSRTX) has a less-than-ideal short-term performance (1-year return 25.11% vs 27.60% Target Date 2011-2015 category average)
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) has a less-than-ideal mid-term performance (3-year return -5.82% vs -3.32% Target Date 2011-2015 category average)
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) ratio of up-years vs down years can be improved
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) has a Morningstar rating of 3 and below
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) is less safe compared to its Target Date 2011-2015 peers
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) does not have a good risk adjusted return as its 3-year Alpha of -5.86 is worse than category average of -3.41, and its 3-year Sharpe ratio is -0.41
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) is more volatile than its peers as it has a 3-year Standard Deviation of 16.09 that is higher than category average of 15.14
RiverSource Retirement Plus 2015 R3 Fund (RSRTX) has a higher management fee of 1.19% than its Target Date 2011-2015 average of 0.62%
Even though RiverSource Retirement Plus 2015 R3 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See RiverSource Retirement Plus 2015 R3 Fund (RSRTX) performance details as of January 31, 2010

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RiverSource Retirement Plus 2015 R3 Fund (RSRTX) Net Asset

Track net asset change of RiverSource Retirement Plus 2015 R3 fund (RSRTX)

Date	Net Asset
01/2010	N/A
11/2009	N/A
10/2009	N/A

More historic net asset information on RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

RiverSource Retirement Plus 2015 R3 Fund (RSRTX) Portfolio Allocation

Track portfolio allocation change of RiverSource Retirement Plus 2015 R3 fund (RSRTX)

Date	Cash	Stock	Bond	Other
10/2009	6.12%	65.9%	27.66%	0.32%
09/2009	5.68%	63.58%	30.2%	0.54%
08/2009	7.35%	61.48%	30.83%	0.34%

Click here to see more historic asset allocation information on RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

Most Recent Top 10 Holdings in RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

Discover what RiverSource Retirement Plus 2015 R3 Fund (RSRTX) manager is buying

31-Oct-09

RiverSource Disciplined Equity I [33.93%]
RiverSource Diversified Bond I [12.56%]
RiverSource Disciplined Intl Equity I [10.95%]
RiverSource Disciplined Large Cap Val I [8.97%]
RiverSource Disciplined Large Cap Gr I [8.48%]
RiverSource Emerging Markets Bond I [6.69%]
RiverSource Infl Protected Secs I [5.29%]
RiverSource Discp Sm & Md Cap Eq I [4.95%]
RiverSource High Yield Bond I [3.53%]
RiverSource Global Bond I [2.86%]

30-Sep-09

RiverSource Disciplined Equity I [37.09%]
RiverSource Diversified Bond I [17.24%]
RiverSource Disciplined Large Cap Val I [9.18%]
RiverSource Disciplined Intl Equity I [7.73%]
RiverSource Emerging Markets Bond I [6.55%]
RiverSource Infl Protected Secs I [5.16%]
RiverSource Discp Sm & Md Cap Eq I [5.14%]
RiverSource Disciplined Large Cap Gr I [5.11%]
RiverSource Global Bond I [2.8%]
RiverSource High Yield Bond I [2.23%]

31-Aug-09

RiverSource Disciplined Equity I [37.14%]
RiverSource Diversified Bond I [18.52%]
RiverSource Disciplined Large Cap Val I [8.65%]
RiverSource Disciplined Intl Equity I [7.13%]
RiverSource Emerging Markets Bond I [6.4%]
RiverSource Infl Protected Secs I [5.22%]
RiverSource Discp Sm & Md Cap Eq I [5%]
RiverSource Disciplined Large Cap Gr I [4.1%]
RiverSource Global Bond I [2.82%]
RiverSource High Yield Bond I [2.21%]

Click here for Stock Holding Change Map in RiverSource Retirement Plus 2015 R3 Fund (RSRTX)

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.