ING Corporate Leaders Trust Series B
200 University Avenue Suite 1300
Phone: 800-992-0180
| Category: | Large Value | | Fund Family: | ING Funds | | Net Assets: | 363.33M | | Year-to-Date Return: | -3.06% | | Yield: | 2.66% | | Morningstar Rating: |  | | Fund Inception Date: | 18-Nov-35 |
|
--- No Manager
Lead Manager since
18-Nov-35 | | |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $50 | | Min Subsequent Investment, IRA: | $100 | | Min Subsequent Investment, AIP: | $100 |
|
| |
| The investment seeks long-term growth of capital and income. The fund was established as a grantor trust in 1935. The stocks of 30 then-major U.S. companies were selected on the basis of being leaders in their respective industries. It is share-weighted; the fund holds the same number of shares in each company in which it invests. Since the fund's inception, management has eliminated several companies from the portfolio either because they stopped meeting criteria for industry leadership or because of restructurings. |
| Last Dividend
(31-Dec-09):
| 0.19 | | Last Cap Gain
(31-Dec-97):
| 1.62 | | Annual Holdings Turnover
| N/A | | Average for Category:
| 69.44% |
|
| Expense | LEXCX | Category
Avg | | Total Expense Ratio: | 0.59%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.46% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$202 | $599 | | 5 Yr Expense Projection*: |
$351 | $934 | | 10 Yr Expense Projection*: |
$786 | $1,838 |
|
|
0.22 (1.32%)
