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Mutual Fund Insights: RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

In-depth Analysis of RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

Mutual fund chart: RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

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See RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) performance details as of February 28, 2010

  

    Last Trade: $3.93 on 3/19/2010, Change: -0.04 (-1.01%)

  

Fund Manager - Stanley J. Kraska

Fund Manager Tenure: 6.7 years   [Similar Funds: SREAX  SRECX  SREIX  SRERX ]
Fundmojo Fund Grade: E (Score: 0.31)     (What does this score mean?)
Stanley J. Kraska has been a Managing Director of LaSalle Securities since 1997. Stanley J. Kraska is a member of NAREIT, Urban Land institute and International Council of Shopping Centers. Stanley J. Kraska joined LaSalle Securities U.S. in 1988.  Get more insights on Stanley J. Kraska

  

What we like about RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) What we like about RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

Data for RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) as of February 28, 2010

  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) management has been with RiverSource LaSalle Mthly Div Rel Est B Fund for 6.7 years
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has good mid-term performance (3-year return -22.15% vs -14.95 % Real Estate category average)
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) ratio of up-years vs down years is greater than 2
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has an annual stock turnover rate of 77.00% vs Real Estate average of 113.50%. It is good that RiverSource LaSalle Mthly Div Rel Est B management does not trade extensively for its return.

  

What we are cautious about RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) What we are cautious about RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

Data for RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) as of February 28, 2010

  • RiverSource LaSalle Mthly Div Rel Est B Fund is a focused fund with 56.77% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has a less-than-ideal short-term performance (1-year return 94.03% vs 94.97 % Real Estate category average)
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has a less-than-ideal Long-term performance (5-year return -6.46% vs 0.27 % Real Estate category average)
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has a Morningstar rating of 3 and below
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) is less safe compared to its Real Estate peers
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) does not have a good risk adjusted return as its 3-year Alpha of -5.19 is worse than category average of -1.09, and its 3-year Sharpe ratio is -0.33
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) is more volatile than its peers as it has a 3-year Standard Deviation of 46.38 that is higher than category average of 38.88
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) has a higher management fee of 2.32% than its Real Estate average of 1.50%
  • RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) carries a 5% load
See RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) performance details as of February 28, 2010

  

  

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RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) Net Asset

Track net asset change of RiverSource LaSalle Mthly Div Rel Est B fund (SREBX)

DateNet Asset
02/2010$26.20M
01/2010$2.23M
11/2009$2.37M
More historic net asset information on RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

  

RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) Portfolio Allocation

Track portfolio allocation change of RiverSource LaSalle Mthly Div Rel Est B fund (SREBX)

DateCashStockBondOther
09/20090.74%99.26%0%0%
06/20090.74%99.26%0%0%
03/20091.76%98.24%0%0%
Click here to see more historic asset allocation information on RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

  

Most Recent Top 10 Holdings in RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

Discover what RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX) manager is buying

30-Sep-09
SIMON PPTY GRP INC [9.91%]
VORNADO REALTY TRUST [7.27%]
PUBLIC STG [7.15%]
AVALONBAY CMTYS [4.85%]
VENTAS INC [4.79%]
BOSTON PPTYS INC [4.77%]
ESSEX PRTY TR INC [4.61%]
B R E PROP INC [4.59%]
SENIOR HSG SBI [4.5%]
HOST HOTELS & RESORT [4.33%]

30-Jun-09
SIMON PPTY GRP INC [9.91%]
VORNADO REALTY TRUST [7.27%]
PUBLIC STG [7.15%]
AVALONBAY CMTYS [4.85%]
VENTAS INC [4.79%]
BOSTON PPTYS INC [4.77%]
ESSEX PRTY TR INC [4.61%]
B R E PROP INC [4.59%]
SENIOR HSG SBI [4.5%]
HOST HOTELS & RESORT [4.33%]

31-Mar-09
SIMON PPTY GRP INC [8.98%]
EQUITY RESIDENTAL [7.44%]
SENIOR HSG SBI [7.25%]
LIBERTY PROPERTIES [5.84%]
B R E PROP INC [4.81%]
AVALONBAY CMTYS [4.73%]
BIOMED REALTY TRUST [4.18%]
REGENCY CENTERS CORP [4.17%]
VORNADO REALTY TRUST [4.04%]
VENTAS INC [4%]
Click here for Stock Holding Change Map in RiverSource LaSalle Mthly Div Rel Est B Fund (SREBX)

  

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