ING Baron Small Cap Growth A
151 Farmington Avenue Hartford CT 06156-8962
Map
Phone: 800-262-3862
| Category: | Small Growth | | Fund Family: | ING Retirement Funds | | Net Assets: | 42.16M | | Year-to-Date Return: | -11.68% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-02 |
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Ronald Baron
Lead Manager since
01-May-02 | | | Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCOs Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Advisers research team and is responsible for stock selection and the portfolio structure. |
| 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 normally invests at least 80% of total assets in the securities of smaller companies with market values under $2.5 billion. It will not sell positions just because their market values have increased. The portfolio will add to positions in a company within the limits stated even though its market capitalization has increased through appreciation beyond $2.5 billion, if, in the advisor's judgment, the company is still an attractive investment. |
| Last Dividend
| N/A | | Last Cap Gain
(12-Aug-08):
| 0.52 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 114.64% |
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| Expense | IBSAX | Category
Avg | | Total Expense Ratio: | 1.58%
| 1.60% | | Max 12b1 Fee: | 0.50%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.38% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$499 | $686 | | 5 Yr Expense Projection*: |
$860 | $1,085 | | 10 Yr Expense Projection*: |
$1,878 | $2,158 |
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1.49% Nasdaq 
0.27%
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