ING Index Plus SmallCap I
ING Investments, LLC, 7337 East Doubletree Ranch Road, Scottsdale, Arizona 85258, USA
Phone: 800-992-0180
| Category: | Small Blend | | Fund Family: | ING Funds | | Net Assets: | 12.37M | | Year-to-Date Return: | 0.51% | | Yield: | 1.12% | | Morningstar Rating: |  | | Fund Inception Date: | 03-Feb-98 |
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Vincent J. Costa
Lead Manager since
01-Apr-06 | | | Costa is a senior vice president head of Portfolio Management of Quantitative Equity with ING IM, which he joined in April 2006. Previously, he was with Merrill Lynch Investment Management, where he worked for 7 years in quantitative equity leadership positions, including managing director and head of their quantitative investment organization. |
| Min Initial Investment: | $250,000 | | Min Initial Investment, IRA: | $250,000 | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks to outperform the total return performance of the Standard & Poor's SmallCap 600 index, while maintaining a market level of risk. The fund normally invests at least 80% of assets in securities of small-capitalization companies included in the S&P SmallCap 600 index. It may invest in derivative instruments. The fund may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. |
| Last Dividend
(16-Dec-08):
| 0.11 | | Last Cap Gain
(18-Dec-07):
| 2.27 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 98.81% |
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| Expense | AISIX | Category
Avg | | Total Expense Ratio: | 0.75%
| 1.43% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.40% | | 3 Yr Expense Projection*: |
$285 | $621 | | 5 Yr Expense Projection*: |
$510 | $988 | | 10 Yr Expense Projection*: |
$1,159 | $1,968 |
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0.14 (1.21%)
