ING Financial Services B
ING Funds 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
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Phone: 800-992-0180
| Category: | Specialty-Financial | | Fund Family: | ING Funds | | Net Assets: | 10.86M | | Year-to-Date Return: | -17.91% | | Yield: | 0.12% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Oct-97 |
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Robert M. Kloss
Lead Manager since
31-Jan-01 | | | Kloss is a vice president and portfolio manager with ING Pilgrim. He has served as an equity analyst for ING Pilgrim since 1998. From 1995 to 1998, he served as a product manager for the Pilgrim America Masters Series funds. Prior to 1995, he was vice president for financial planning at Express America Holdings, Corp. He also served as a principal with Phoenix Strategies, and as a vice president of operations and vice president and director of financial planning for Wells Fargo Credit Corp. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | 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 normally invests least 80% of assets in equity securities and equity-equivalent securities of companies principally engaged in the financial services industry. It normally invests in equity securities which include normally common stocks, but may also preferred stocks, warrants, and convertible securities. The fund may invest in common stocks of companies of any size. It may invest in initial public offerings. |
| Last Dividend
(18-Dec-07):
| 0.02 | | Last Cap Gain
(18-Dec-07):
| 2.86 | | Annual Holdings Turnover
| 37.00% | | Average for Category:
| 165.81% |
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| Expense | PBTBX | Category
Avg | | Total Expense Ratio: | 1.97%
| 1.68% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.21% | | Max Deferred Sales Load: | 5.00%
| 2.58% | | 3 Yr Expense Projection*: |
$918 | $869 | | 5 Yr Expense Projection*: |
$1,262 | $1,104 | | 10 Yr Expense Projection*: |
$2,128 | $2,138 |
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