ING JPMorgan Mid Cp Value S
151 Farmington Avenue Hartford CT 06156-8962
Map
Phone: 800-262-3862
| Category: | Mid-Cap Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 91.83M | | Year-to-Date Return: | -7.84% | | Yield: | 1.01% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-02 |
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Lawrence E. Playford, Jr
Lead Manager since
31-Oct-03 | | | Playford is vice president of JP Morgan Investment Management. An employee since 1993, he joined the investment team in October 2003 after serving as a client portfolio manager working directly with the U.S. Equity Groups investment teams since 2001. Prior to that, he was a client advisor at JPMorgan Private Bank, providing investment and financial planning advice to high net worth clients. Playford holds the Charted Financial Analyst and Certified Public Accountant designations. |
| 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 growth from capital appreciation. The portfolio invests at least 80% of assets in a broad portfolio of common stocks of companies with market capitalizations between $1 billion and $20 billion. These are stocks which the manager feels are undervalued. The portfolio is nondiversified. |
| Last Dividend
(12-Aug-08):
| 0.14 | | Last Cap Gain
(12-Aug-08):
| 1.32 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 80.03% |
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| Expense | IJMSX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.36% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.43% | | Max Deferred Sales Load: | 0.00%
| 2.52% | | 3 Yr Expense Projection*: |
$397 | $635 | | 5 Yr Expense Projection*: |
$686 | $955 | | 10 Yr Expense Projection*: |
$1,511 | $1,916 |
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1.49% Nasdaq 
0.27%
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