ING JPMorgan Small Cap Core Equity S2
7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Map
Phone: 800-366-0066
| Category: | Small Blend | | Fund Family: | ING Retirement Funds | | Net Assets: | 44.73M | | Year-to-Date Return: | -3.91% | | Yield: | 0.26% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Sep-02 |
|
Christopher T. Blum
Lead Manager since
30-Nov-04 | | | Blum is managing director of Morgan. He rejoined the firm in 2001. Previously, he spent two years as a research analyst responsible for the valuation and acquisition of private equity assets at Pomona Capital. Prior to that, Blum spent over three years with J.P. Morgan where he focused on structured small-cap core and small-cap value accounts. Blum holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks capital growth over the long term. The fund invests at least 80% of total assets in equity securities of small-cap companies with capitalization equal to those within a universe of Russell 2000 index stocks. It may invest up to 20% of total assets in foreign securities, up to 20% in convertible securities, and up to 20% in high-quality money market instruments and repurchase agreements. The fund may also invest in real estate investment trusts and derivatives. |
| Last Dividend
(15-Jul-08):
| 0.03 | | Last Cap Gain
(15-Jul-08):
| 1.10 | | Annual Holdings Turnover
| 47.00% | | Average for Category:
| 92.45% |
|
| Expense | IJSTX | Category
Avg | | Total Expense Ratio: | 1.25%
| 1.39% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.20% | | Max Deferred Sales Load: | 0.00%
| 2.61% | | 3 Yr Expense Projection*: |
$424 | $589 | | 5 Yr Expense Projection*: |
$743 | $962 | | 10 Yr Expense Projection*: |
$1,646 | $1,922 |
|
|
0.11% Nasdaq 
0.36%
Profile
