ING DIRECT Index Plus Small Cap O
ING Funds Services 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Phone: 866-289-3863
| Category: |
Small Blend |
| Fund Family: |
ING Funds |
| Net Assets: |
37.02M |
| Year-to-Date Return: |
-7.01% |
| Yield: |
0.00% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
01-Aug-01 |
|
Omar Aguilar
Lead Manager since
01-Dec-05 |
|
| Aguilar has been with ING IM since July 2004 and is head of Quantitative Equity Research. He previously served as head of Lehman Brothers quantitative research for their alternative investment management business since 2002. Prior to that, Aguilar was director of quantitative research and a portfolio manager with Merrill Lynch Investment Management since 1999. |
| Min Initial Investment: |
$1,000 |
| Min Initial Investment, IRA: |
$250 |
| Min Initial Investment, AIP: |
$100 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$75 |
|
|
|
| The investment seeks to outperform the total return performance of the Standard & Poor's SmallCap 600 index, while maintaining a market level of risk. The fund normally invests at least 80% of assets in securities of small-capitalization companies included in the S&P SmallCap 600 index. It may invest in derivative instruments. |
| Last Dividend
|
N/A |
| Last Cap Gain
(18-Dec-07):
|
2.27 |
| Annual Holdings Turnover
|
93.00% |
| Average for Category:
|
84.37% |
|
| Expense |
IDSOX |
Category
Avg |
| Total Expense Ratio: |
1.00%
|
1.41% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
0.00%
|
5.20% |
| Max Deferred Sales Load: |
0.00%
|
2.54% |
| 3 Yr Expense Projection*: |
$336 |
$599 |
| 5 Yr Expense Projection*: |
$588 |
$948 |
| 10 Yr Expense Projection*: |
$1,310 |
$1,904 |
|
|
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