ING Fidelity VIP Equity-Income S 151 Farmington Avenue Hartford CT 06156-8962 Map
Phone: 800-262-3862
| Category: | Large Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 48.40M | | Year-to-Date Return: | -15.66% | | Yield: | 2.26% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Nov-04 |
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Stephen R. Petersen
Lead Manager since
15-Nov-04 | | | Petersen is a vice president and portfolio manager with Fidelity Investments. He joined the firm in 1980 and has worked as a research analyst and portfolio manager. Previously, he served the company as an analyst for the airline and insurance industries. Petersen 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 |
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| The investment seeks reasonable income. The portfolio invests all of assets in the master fund, service class 2 shares of the Fidelity VIP Equity-Income Portfolio, a series of Fidelity Variable Insurance Products Fund. In turn, the Fidelity VIP Equity-Income portfolio normally invests at least 80% of assets in a portfolio of equity securities. The Fidelity VIP Equity-Income portfolio normally invests primarily in income-producing equity securities, which tends to lead to investments in large cap value stocks. |
| Last Dividend
| N/A | | Last Cap Gain
| N/A | | Annual Holdings Turnover
| 24.00% | | Average for Category:
| 59.99% |
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| Expense | VPESX | Category Avg | | Total Expense Ratio: | 0.30%
| 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*: |
$350 | $588 | | 5 Yr Expense Projection*: |
$606 | $902 | | 10 Yr Expense Projection*: |
$1,340 | $1,772 |
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