ING Global Real Estate Port I 7337 E. Doubletree Ranch Road Scottsdale AZ 85258 Map
Phone: 800-366-0066
| Category: | Global Real Estate | | Fund Family: | ING Retirement Funds | | Net Assets: | 334.65M | | Year-to-Date Return: | -11.67% | | Yield: | 2.08% | | Morningstar Rating: | N/A | | Fund Inception Date: | 03-Jan-06 |
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Steven D. Burton
Lead Manager since
03-Jan-06 | | | Burton is a managing director, global strategy portfolio manager of ING. He is the lead manager responsible for global and international real estate strategies including oversight of ING Clarions European real estate securities research team. He joined ING Clarion Real Estate Securities in 1995 and has 24 years of investment experience. |
| 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 high total return. The fund normally invests at least 80% of assets in a portfolio of equity securities of companies that are principally engaged in the real estate industry. The subadviser selects companies that derive at least 50% of their total revenues or earnings from owning, operating, developing and/or managing real estate. It is nondiversified. |
| Last Dividend
(28-Dec-07):
| 0.22 | | Last Cap Gain
(2-Jul-07):
| 0.01 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| N/A |
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| Expense | IRGIX | Category Avg | | Total Expense Ratio: | 0.90%
| 1.50% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.18% | | Max Deferred Sales Load: | 0.00%
| 2.28% | | 3 Yr Expense Projection*: |
$302 | $786 | | 5 Yr Expense Projection*: |
$529 | $1,151 | | 10 Yr Expense Projection*: |
$1,183 | $2,319 |
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