ING Index Plus LargeCap Equity III A
ING Funds 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Phone: 800-992-0180
| Category: |
Conservative Allocation |
| Fund Family: |
ING Funds |
| Net Assets: |
4.24M |
| Year-to-Date Return: |
-1.02% |
| Yield: |
1.82% |
| Morningstar Rating: |
 |
| Fund Inception Date: |
06-Jun-02 |
|
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: |
$0 |
| Min Initial Investment, IRA: |
$0 |
| Min Initial Investment, AIP: |
$0 |
| Min Subsequent Investment: |
$0 |
| Min Subsequent Investment, IRA: |
$0 |
| Min Subsequent Investment, AIP: |
$0 |
|
|
|
| The investment seeks to outperform the total return performance of the Standard & Poors 500 Composite Price Stock index, while maintaining a risk profile consistent with the index. The fund normally invests at least 80% of assets in primarily common stocks included in the Standard and Poor's index. It normally invests in stocks with a minimum market capitalization of $3 billion, although the weightings of the stocks will vary somewhat from their respective weightings in the S&P 500 index. The fund may invest in derivative instruments, including but not limited to futures contracts and options. |
| Last Dividend
(18-Dec-07):
|
0.07 |
| Last Cap Gain
|
N/A |
| Annual Holdings Turnover
|
18.00% |
| Average for Category:
|
56.73% |
|
| Expense |
IIIAX |
Category
Avg |
| Total Expense Ratio: |
1.65%
|
1.02% |
| Max 12b1 Fee: |
0.25%
|
N/A |
| Max Front End Sales Load: |
3.00%
|
5.01% |
| Max Deferred Sales Load: |
0.00%
|
2.80% |
| 3 Yr Expense Projection*: |
$654 |
$731 |
| 5 Yr Expense Projection*: |
$914 |
$1,140 |
| 10 Yr Expense Projection*: |
$1,656 |
$2,248 |
|
|
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