ING Oppenheimer Active Allc Svc ING Investors Trust 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Phone: 800-366-0066
| Category: | Moderate Allocation | | Fund Family: | ING Retirement Funds | | Net Assets: | 27.00M | | Year-to-Date Return: | -2.88% | | Yield: | 0.66% | | Morningstar Rating: | N/A | | Fund Inception Date: | 02-Oct-08 |
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Caleb Wong
Lead Manager since
02-Oct-08 | | | Wong has been a vice president of OppenheimerFunds, Inc. since June 1999 and has held a variety of roles, including fixed-income and asset allocation portfolio management, quantitative research and risk management since July 1996. He is an officer of one other portfolio in the OppenheimerFunds complex. |
| Min Initial Investment: | $0 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term growth of capital; current income is a secondary consideration. The portfolio invests in Underlying Funds advised by the Sub-Adviser. It may invest up to 20% of net assets according to a tactical allocation among certain of the Underlying Funds or money market securities as determined by the Sub-Adviser. |
| Last Dividend
(29-Dec-09):
| 0.06 | | Last Cap Gain
(29-Dec-09):
| 0.02 | | Annual Holdings Turnover
| 23.00% | | Average for Category:
| 87.10% |
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| Expense | IOAAX | Category Avg | | Total Expense Ratio: | 1.36%
| 1.02% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.30% | | Max Deferred Sales Load: | %
| 2.71% | | 3 Yr Expense Projection*: |
$674 | $643 | | 5 Yr Expense Projection*: |
$1,236 | $981 | | 10 Yr Expense Projection*: |
$2,768 | $1,907 |
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