ING Franklin Mutual Shares S
7337 E. Doubletree Ranch Road Scottsdale AZ 85258
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Phone: 800-366-0066
| Category: | Large Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 183.22M | | Year-to-Date Return: | 19.88% | | Yield: | 3.99% | | Morningstar Rating: | N/A | | Fund Inception Date: | 30-Apr-07 |
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David F Segal
Lead Manager since
30-Apr-07 | | | Segal is a portfolio manager with Franklin Templeton Investments, his employer since 2002. Previously, he was an analyst in the Structured Finance Group of MetLife for the period 1999-2002. He holds the charted financial analyst designation. |
| 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 capital appreciation. Income is a secondary consideration. The fund normally invests primarily in equity securities (including securities convertible into, or that the Sub-Adviser expected to be exchanged for, common or preferred stock) of companies of any nation. It expects to invest up to 35% of assets in foreign securities. |
| Last Dividend
(15-Jul-09):
| 0.01 | | Last Cap Gain
(15-Jul-08):
| 0.01 | | Annual Holdings Turnover
| 43.00% | | Average for Category:
| 75.44% |
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| Expense | IFMSX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.28% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 328 | $638 | | 5 Yr Expense Projection*: |
$ 569 | $966 | | 10 Yr Expense Projection*: |
$ 1,259 | $1,855 |
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