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ING Partners Solution 2045 Svc (ISRSX)

On Feb 9: 9.46 USD  Up 0.13 (1.39%)  
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Profile  As of 31-Dec-07 Get Profile for:
ING Partners Solution 2045 Svc
151 Farmington Avenue Hartford CT 06156-8962
Phone: 800-262-3862
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FUND OVERVIEW
Category: Target-Date 2030+
Fund Family: ING Partners Funds
Net Assets: 199.77M
Year-to-Date Return: 5.79%
Yield: 0.23%
Morningstar Rating: N/A
Fund Inception Date: 29-Apr-05
MORNINGSTAR STYLE BOX
Target-Date 2030+
[View Category Definition]
View Top Target-Date 2030+ Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
William A. Evans
Lead Manager since 29-Apr-05
Evans is a portfolio manager of the company. Evans holds the Chartered Financial Analyst designation.
INVESTMENT INFORMATION
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
ISRSX can be purchased from brokerages.
FUND SUMMARY
The investment seeks total return consistent with an asset allocation targeted at retirement in approximately 2045. The fund invests in a combination of underlying funds which are active and passive U.S. stock, international stock, U.S. bond and other fixed-income investments using asset allocation strategies designed for investors expecting to retire in 2045.
FUND OPERATIONS
Last Dividend (1-Aug-07): 0.03
Last Cap Gain (1-Aug-07): 0.03
Annual Holdings Turnover 20.00%
Average for Category: 27.62%
FEES & EXPENSES
Expense ISRSX Category
Avg
Total Expense Ratio: 0.37% 0.70%
Max 12b1 Fee: 0.25% N/A
Max Front End Sales Load: 0.00% 4.97%
Max Deferred Sales Load: 0.00% 2.41%
3 Yr Expense Projection*: $381 $734
5 Yr Expense Projection*: $660 $1,229
10 Yr Expense Projection*: $1,455 $2,373
* Per $10,000 invested


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