|
Overall Morningstar Rating™ |
| What is this? |
 |
 |
| As of 2009-10-31 |
 |
Out of Foreign Large Growth Funds |
 |
| Rating derived from a weighted average of the fund's 3, 5, 10-year rating which are based on risk-adjusted performance. |
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|
 |
Morningstar® Style Box™ |
| What is this? |
 |
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|
Large |
|
|
Growth |
|
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|
 |
|
|
|
 |
| As of
2009-09-30 |
|
 |
| Day Change |
| $ -0.08 |
|
|
| NAV (2009-11-20) |
| $ 11.23 |
|
|
| YTD Return % (2009-11-20) |
| 44.72% |
|
|
| Total Assets ($ mil) |
| 71 |
|
| Growth of $10,000 |
 |
Fund: |
Van Kampen International Advantage I |
| (from
2005-08-12
to 2009-10-31) |
 |
Category: |
Foreign Large Growth |
|
 |
Index: |
MSCI EAFE NR USD |
| Total Annualized Returns % |
1yr, 3yr and 5yr Returns as of 2009-11-20 |
| Inception date: 2005-08-12 |
10yr and Inception Returns as of 2009-10-31 |
|
YTD Returns as of 2009-11-20 |
|
|
YTD |
1 Year |
3 Year |
5 Year |
10 Year |
Since Inception |
| Fund |
44.72 |
78.87 |
-1.51 |
--- |
--- |
3.64 |
| +/- Category |
15.01 |
49.86 |
3.25 |
--- |
--- |
--- |
| +/- MSCI EAFE NR USD |
15.11 |
26.19 |
3.24 |
--- |
--- |
--- |
 |
 |
| Standardized Annual Returns % more on standardized returns |
| Quarter-End (as of
2009-09-30) |
41.88 |
11.88 |
0.09 |
--- |
--- |
4.10 |
| Month-End (as of 2009-10-31) |
39.69 |
39.73 |
-1.70 |
--- |
--- |
3.64 |
 |
 |
| After Tax Returns % (as of
2009-09-30
)
|
| On Distribution |
--- |
38.43 |
-4.14 |
--- |
--- |
--- |
| On Distribution & Sale of Shares |
--- |
25.55 |
-2.31 |
--- |
--- |
--- |
 |
 |
| Morningstar Rating |
--- |
--- |
 |
--- |
--- |
--- |
 |
| # of compared funds covered (3 yrs : out of 202 funds), (5 yrs : out of funds), (10 yrs : out of funds). Ratings are based on risk-adjusted performance. The maximum initial sales fee is
none,
the maximum deferred sales fee is
none,
and the maximum redemption sales fee is
2.00%.
|
 |
| The performance quoted represents past performance and does not guarantee future results. The investment return and principal value of an investment will fluctuate thus an investor's shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted herein. |
|
 |
 |
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| Sector Breakdown % |
|
 |
Information |
12.03 |
 |
Software |
0.00 |
 |
Hardware |
0.00 |
 |
Media |
0.00 |
 |
Telecommunications |
12.03 |
 |
 |
 |
 |
Service |
66.10 |
 |
Healthcare |
27.55 |
 |
Consumer Services |
7.38 |
 |
Business Services |
14.21 |
 |
Financial Services |
16.96 |
 |
 |
 |
 |
Manufacturing |
21.87 |
 |
Consumer Goods |
19.08 |
 |
Industrial Materials |
0.00 |
 |
Energy |
2.79 |
 |
Utilities |
0.00 |
 |
|
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| |
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| Asset Allocation |
|
 |
|
| % of Net Assets |
 |
Cash |
1.9 |
 |
Stocks |
98.1 |
 |
Bonds |
0.0 |
 |
Other |
0.0 |
 |
 |
|
Foreign Stocks |
92.4 |
|
(as a % of Assets) |
|
|
| Data through 2009-09-30 |
Data through 2009-09-30 |
 |
| Holding Status |
|
| Total Number of Stock Holdings |
35 |
|
Turnover % |
31 |
| Total Number of Bond Holdings |
0 |
|
30 Day SEC Yield % |
--- |
| % of Assets in Top 10 Holdings |
36.67 |
|
ending as of
2009-09-30 |
|
|
|
|
View Data Definitions |
| Top 10 Holdings |
Sector |
Country |
% of Net Assets |
 |
 |
 |
 |
 |
|
Intertek Group PLC |
 |
United Kingdom |
4.32 |
|
Standard Chartered PLC |
 |
United Kingdom |
4.00 |
|
SABMiller PLC |
 |
United Kingdom |
3.98 |
|
Fresenius Medical Care Corporation |
 |
Germany |
3.92 |
 |
Banco Santander SA |
 |
Spain |
3.76 |
|
 |
|
Li & Fung Ltd. |
 |
Hong Kong |
3.53 |
|
Wirecard AG |
 |
Germany |
3.42 |
|
Teva Pharmaceutical Industries, Ltd. ADR |
 |
Israel |
3.38 |
|
Sodexho Alliance |
 |
France |
3.21 |
|
United Internet |
--- |
Germany |
3.15 |
|
 |
 |
Data through 2009-09-30 |
 |
|
| Fund Inception: 2005-08-12 |
|
Portfolio Manager (Start Date) |
|
|
|
 |
|
Eddie Ramos (2005-12-31) |
|
|
|
Ramos has been associated with the Investment Adviser in an investment management capacity since June 2005. Prior to June 2005, Ramos was a vice president for Brown Capital Management working as a portfolio manager and research analyst. |
|
|
|
 |
|
Eve Glatt (2006-11-30) |
|
|
|
Glatt joined Morgan Stanley Investment Management in 2006 as a Portfolio Manager on the International Multi-Cap Growth Team. Previously, she worked at GE Asset Management as an Assistant Portfolio Manager and Research Analyst in the U.S. Mid-Cap group. Glatt has nine years of investment experience and prior to joining GE, she was Vice President of Global Equity Research at Merrill Lynch, covering several media-related industries. Previously, she worked at Goldman Sachs in investment research and became a CPA at Ernst and Young. |
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|
|
 |
|
Carlos Garcia-Tunon (2007-11-30) |
|
|
|
Garcia-Tunon has been associated with an affiliate of Van Kampen Asset Management as an analyst since April 2003 and in an investment management capacity since July 2006. |
|
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|
|
Sales Charge % (taken from prospectus dated 2009-08-31) |
| Front: |
None |
| Deferred: |
None |
 |
| Expense Ratio % |
1.40 |
based on net assets
(taken from annual report dated 2009-08-31)
|
|
| Correspondence Information |
Van Kampen Investments Inc. 522 Fifth Avenue New York,
NY
10036 USA |
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