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ING Solution 2025 T (ISZTX)

On Feb 9: 9.48 USD  Up 0.11 (1.17%)  
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Profile  As of 31-Jan-10 Get Profile for:
ING Solution 2025 T
ING Partners Inc 7337 E. Doubletree Ranch Rd Hartford CT 06156-8962
Phone: 800-262-3862
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FUND OVERVIEW
Category: Target Date 2021-2025
Fund Family: ING Retirement Funds
Net Assets: 5.28M
Year-to-Date Return: -3.64%
Yield: 2.28%
Morningstar Rating: 2 stars
Fund Inception Date: 31-Aug-05
MORNINGSTAR STYLE BOX
Target Date 2021-2025
[View Category Definition]
View Top Target Date 2021-2025 Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION
William A. Evans
Lead Manager since 29-Apr-05
Vice President, USFS Mutual Funds and Investment Products, has been with ING since 2002. Prior to joining ING, Mr. Evans was a portfolio manager for high net worth and institutional clients for Fleet Investment Advisors from 1997 to 2002.
INVESTMENT INFORMATION
Min Initial Investment: $0
Min Initial Investment, IRA: NaN
Min Initial Investment, AIP: NaN
Min Subsequent Investment: $0
Min Subsequent Investment, IRA: N/A
Min Subsequent Investment, AIP: N/A
ISZTX can be purchased from brokerages.
FUND SUMMARY
The investment seeks total return consistent with an asset allocation targeted at retirement in approximately 2025. 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 around the year 2025. It may also allocate in the future to the following asset classes: floating rate loans, absolute return strategies and international fixed-income.
FUND OPERATIONS
Last Dividend (12-Aug-09): 0.22
Last Cap Gain (12-Aug-09): 0.01
Annual Holdings Turnover 62.00%
Average for Category: 35.56%
FEES & EXPENSES
Expense ISZTX Category
Avg
Total Expense Ratio: 1.53% 0.58%
Max 12b1 Fee: 0.75% N/A
Max Front End Sales Load: % 5.22%
Max Deferred Sales Load: % 2.00%
3 Yr Expense Projection*: $494 $675
5 Yr Expense Projection*: $856 $1,047
10 Yr Expense Projection*: $1,874 $2,077
* Per $10,000 invested


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