ING DIRECT Balanced O
ING Funds Services 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
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Phone: 866-289-3863
| Category: | Moderate Allocation | | Fund Family: | ING Funds | | Net Assets: | 32.33M | | Year-to-Date Return: | -10.68% | | Yield: | 2.36% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-04 |
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James Kauffmann
Lead Manager since
01-Oct-02 | | | Kauffmann joined ING IM in 1996 and has over 19 years of investment experience. He has managed the fixed-income portion of the portfolio since March 2002 and he heads ING IMs fixed-income investment team. Prior to joining ING IM, Kauffmann spent four years at Alfa Investments Inc., where he was the senior fixed-income portfolio manager. Additionally, Kauffmann has worked as an analyst. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to maximize total return consistent with reasonable safety of principal. The fund invests in a diversified portfolio of stocks, bonds and money market instruments. It normally invests up to 75% of total assets in equity securities and at least 25% of total assets in debt (including money market instruments). |
| Last Dividend
(1-Jul-08):
| 0.11 | | Last Cap Gain
(18-Dec-07):
| 0.33 | | Annual Holdings Turnover
| 253.00% | | Average for Category:
| 71.04% |
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| Expense | IDBAX | Category
Avg | | Total Expense Ratio: | 1.29%
| 1.09% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.25% | | Max Deferred Sales Load: | 0.00%
| 2.76% | | 3 Yr Expense Projection*: |
$416 | $625 | | 5 Yr Expense Projection*: |
$728 | $954 | | 10 Yr Expense Projection*: |
$1,613 | $1,865 |
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1.47% Nasdaq 
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