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RiverSource Portfolio Builder Series

What is the RiverSource® Portfolio Builder Series?

The Portfolio Builder Series is a simple, effective way to build a diversified portfolio.

The Portfolio Builder Series includes six individual funds of funds that cover a full range of investment objectives. The mix of stocks and fixed-income investments in each portfolio can vary widely. There's a suitable solution for every level of risk tolerance.

What does it do?

The Portfolio Builder Series works to:

  • Reduce your risk by dividing your money among multiple asset classes.
  • Maintain more consistent returns through broad diversification, which can smooth wide performance swings.
  • Keep you on track with your investment goals by creating the right asset mix for your situation and by rebalancing it as needed.

How does it work?

Each of the six portfolios is created with an asset allocation that is designed to meet specific financial goals that people typically have at a certain stage of life. Simply select the fund that best meets your goals, time horizon and risk comfort level.

Your financial advisor can help you select the right fund for your needs today, and work with you to make exchanges between funds as your needs, priorities and goals change.

Consider this product if you are ...

  • An investor who wants to consolidate your retirement savings in one, simple diversified solution.
  • An investor who is saving for retirement or other financial goals.
  • A retiree who wants to keep a portion of your retirement savings actively invested.

For more information about the RiverSource Portfolio Builder Series:

Learn more

Watch a video: The RiverSource Portfolio Builder Series

Quarterly Update

Download the Portfolio Builder Series quarterly update PDF document

You should consider the investment objectives, risks, charges and expenses of a mutual fund carefully before investing. To learn more about this and other important information about the funds, download a free prospectus. Read the prospectus carefully before investing.

RiverSource® mutual funds are distributed by RiverSource Distributors, Inc., Member FINRA, and managed by RiverSource Investments, LLC. These companies are part of Ameriprise Financial, Inc.

Investment products, including shares of mutual funds, are not federally or FDIC-insured, are not deposits or obligations of, or guaranteed by any financial institution, and involve investment risks including possible loss of principal and fluctuation in value.

The RiverSource Portfolio Builder Series funds are "funds of funds" comprised of holdings in several different RiverSource Funds, which may include small-cap, mid-cap, large-cap, money market, international, bond, and/or sector funds. Each of the underlying funds in which the portfolio invests has its own investment risks, and those risks can affect the value of each portfolio's shares and investments. See the Fund's prospectus for specific risks that may be associated with the underlying funds.

Not all products and all shares classes are available at all firms offering RiverSource funds.

There is no guarantee that the strategy discussed will assure a profit or protect against a loss.