ING Baron Asset A 151 Farmington Avenue Hartford CT 06156-8962 Map
Phone: 800-262-3862
| Category: | Mid-Cap Growth | | Fund Family: | ING Retirement Funds | | Net Assets: | 2.37M | | Year-to-Date Return: | -19.21% | | Yield: | 0.00% | | Morningstar Rating: | N/A | | Fund Inception Date: | 18-Jan-06 |
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Andrew Peck
Lead Manager since
03-May-06 | | | Peck is a vice president of BAMCO, his employer since 1998. Prior to joining the firm he worked at Salomon Brothers, Allen & Company, and Bear, Stearns. |
| 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 |
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| The investment seeks capital appreciation. The portfolio invests primarily in common stocks of small- and mid-sized companies with market capitalizations of less than $10 billion. The advisor seeks growth companies that it believes are undervalued by the market at prices that it perceives as attractive relative to projected future cash flows and asset values. The portfolio may invest up to 10% of net assets in illiquid securities. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Aug-08):
| 0.16 | | Annual Holdings Turnover
| 18.00% | | Average for Category:
| 117.22% |
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| Expense | IBAAX | Category Avg | | Total Expense Ratio: | 1.55%
| 1.49% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.34% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$508 | $700 | | 5 Yr Expense Projection*: |
$883 | $1,078 | | 10 Yr Expense Projection*: |
$1,936 | $2,120 |
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