ING JPMorgan Value Opportunities S2
7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Map
Phone: 800-366-0066
| Category: | Large Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 990.00K | | Year-to-Date Return: | -15.32% | | Yield: | 1.27% | | Morningstar Rating: |  | | Fund Inception Date: | 04-May-05 |
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Alan Gutman
Lead Manager since
29-Apr-05 | | | Gutmann is vice president and portfolio manager in JPMorgans large cap Active Value Strategy Team within the U.S. Equity Group. He was a research analyst and portfolio manager at Oppenheimer Capital, First Manhattan and Neuberger Berman. Prior to that, Gutmann was an analyst in the Merger & Acquisition Group of Salomon Brothers and an associate in the Merger and Acquisition Group of Oppenheimer & Co. |
| 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 long-term capital appreciation. The fund invests at least 80% of assets in equities of mid- and large-capitalization companies. Included in this category of equities are common stocks, preferred stocks, convertibles, depositary receipts and warrants to buy common stocks. It may invest in shares of investment companies, including shares of affiliated money market funds. The fund may utilize derivatives to hedge various investments and for risk management. |
| Last Dividend
(15-Jul-08):
| 0.12 | | Last Cap Gain
(15-Jul-08):
| 1.12 | | Annual Holdings Turnover
| 90.00% | | Average for Category:
| 59.99% |
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| Expense | IJVTX | Category
Avg | | Total Expense Ratio: | 0.93%
| 1.27% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.67% | | 3 Yr Expense Projection*: |
$320 | $588 | | 5 Yr Expense Projection*: |
$563 | $902 | | 10 Yr Expense Projection*: |
$1,261 | $1,772 |
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1.49% Nasdaq 
0.27%
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