RiverSource Partners Intl Small Cap R4

The investment seeks long-term growth of capital.
The fund invests primarily in equity securities of non-U.S. companies. Under normal market conditions, it invests at least 80% of net assets (including any borrowings for investment purposes) in stocks of small companies. The fund’s adviser considers small companies to be those whose market capitalization falls within the range of companies in the S&P Global ex-U.S. Small Cap Index. The fund may invest in mature markets (such as the United Kingdom, Canada, and Japan) and in emerging markets (such as Korea, Mexico, and Russia).

Key stats

Management firm  Columbia
12 month yield  2.54%
Fund currency  USD
Launch Date  2002-10-03
ISIN  US7689207618
Manager 1 Name  Christopher Floyd
Manager 2 Name  Charles Lovejoy
Fund Strategy  Foreign Small/Mid Value
Benchmark  S&P Global Ex US Small TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2011-01-31
Return - 1 Month  -0.63%
Return - 2 Months  6.48 %
Return - 3 Months  4.42%
Return - 6 Months  16.65 %
Return - 9 months  14.18 %
Return - 12 Months  24.02%
Annualized return 24 months  33.18 %
Annualized return 36 months  -2.57 %
Annualized return 48 months  -3.21 %
Annualized return 60 months  0.59 %
Annualized return since Inception  11.13%
Return YTD  -0.63%

Ratings

Morning Star Rating Date   2011-01-31
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $2,000
Maximum Managment Charge  1.12 %

Contact

Contact Address  Liberty Financial Funds
Contact Address 2  P.O. Box 8081
Contact Address 3  Boston, MA 02210
Contact city  Boston
Contact country  United States
Fund Admin Group  Columbia
Web Address  www.libertyfunds.com

Price

Last Price Date  2011-03-01
Pre-tax nav  6.35
Price change  $-0.03
Price change (percentage)  -0.47 %

Funds Disclaimer

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Ratings Disclaimer

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