Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Friday, December 18, 2009, 12:29PM ET - U.S. Markets close in 3 hours and 31 minutes. Dow Down 0.08% Nasdaq Up 0.82%
ING Baron Small Cap Growth Adv (IBSAX)On Dec 17: 14.36  Down 0.14 (0.97%)  
MORE ON IBSAX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
ING Baron Small Cap Growth Adv
ING Partners Inc 7337 E. Doubletree Ranch Rd Hartford CT 06156-8962
Map
Phone: 800-262-3862
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Small Growth
Fund Family:ING Retirement Funds
Net Assets:33.16M
Year-to-Date Return:27.30%
Yield:0.00%
Morningstar Rating:3 stars
Fund Inception Date:01-May-02
MORNINGSTAR STYLE BOX 
Small Growth
[View Category Definition]
View Top Small Growth Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
Ronald Baron
Lead Manager since 01-May-02
Baron is the chairman, CEO and chief investment officer of BAMCO, Inc. He is also a senior member of BAMCO's Research team and is responsible for stock selection and the portfolio structure. He has been the portfolio manager for three other mutual funds. Baron is also a senior member of the Adviser's research team and is responsible for stock selection and the portfolio structure.
INVESTMENT INFORMATION 
Min Initial Investment:$0
Min Initial Investment, IRA:NaN
Min Initial Investment, AIP:NaN
Min Subsequent Investment:$0
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
IBSAX can be purchased from brokerages.
FUND SUMMARY 
The investment seeks capital appreciation. The portfolio normally invests at least 80% of total assets in the securities of small-sized growth companies with market capitalizations of under $2.5 billion as measured at the time of purchase. It does not sell positions just because their market values have increased. The portfolio adds to positions in a company even though its market capitalization has increased through appreciation beyond $2.5 billion. It may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets.
FUND OPERATIONS 
Last Dividend YFT_NOT_APPLICABLE_ABBREVIATION
Last Cap Gain (12-Aug-08): 0.52
Annual Holdings Turnover 30.00%
Average for Category: 133.38%
FEES & EXPENSES 
ExpenseIBSAXCategory
Avg
Total Expense Ratio:% 1.61%
Max 12b1 Fee:% N/A
Max Front End Sales Load:% 5.39%
Max Deferred Sales Load:% 2.63%
3 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$692
5 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$1,096
10 Yr Expense Projection*: $ YFT_NOT_APPLICABLE_ABBREVIATION$2,202
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials