ING Columbia Sm Cp Val I
ING Partners Inc 7337 E. Doubletree Ranch Rd Hartford CT 06156-8962
Map
Phone: 800-262-3862
| Category: | Small Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 41.98M | | Year-to-Date Return: | 16.47% | | Yield: | 1.35% | | Morningstar Rating: |  | | Fund Inception Date: | 28-Apr-06 |
|
Stephen D. Barbaro
Lead Manager since
29-Aug-08 | | | Barbaro is Managing Director and lead portfolio manager for Columbia Management. He joined Fleet Investment Advisors in 1976 and has been a member of the investment community since 1971. was a senior investment analyst at Connecticut Mutual Life and a security analyst at Thomson & McKinnon. he holds the Chartered Financial Analyst designation. |
| 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 |
|
| |
| The investment seeks long-term growth of capital. The portfolio normally invests at least 80% of assets in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000 Value Index. It may also invest in real estate investments trusts, foreign equity securities, depositary receipts, and other investment companies, including ETFs. The portfolio also may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. |
| Last Dividend
(12-Aug-09):
| 0.11 | | Last Cap Gain
(12-Aug-08):
| 0.08 | | Annual Holdings Turnover
| 73.00% | | Average for Category:
| 86.18% |
|
| Expense | ICISX | Category
Avg | | Total Expense Ratio: | %
| 1.52% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.53% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,010 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,034 |
|
|
0.41% Nasdaq 
0.05 (0.60%) 
Profile
