ING JPMorgan Mid Cp Value Adv
ING Partners Inc 7337 E. Doubletree Ranch Rd Hartford CT 06156-8962
Map
Phone: 800-262-3862
| Category: | Mid-Cap Value | | Fund Family: | ING Retirement Funds | | Net Assets: | 15.84M | | Year-to-Date Return: | 20.13% | | Yield: | 0.84% | | Morningstar Rating: |  | | Fund Inception Date: | 01-May-02 |
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Jonathan Kendrew Llewelyn Simon
Lead Manager since
31-Oct-03 | | | Simon is a managing director and has worked as a portfolio manager for JPMIM and its affiliates (or their predecessors) since 1987 and has been employed by the firm since 1980 and is currently a managing director of JPMIM. He joined the New York office in 1987 and served as president of Robert Fleming's U.S. asset management operations from 1990 until 2000. Simon holds the Certified Public Accountant 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 |
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| The investment seeks growth from capital appreciation. The portfolio invests at least 80% of net assets (plus borrowings for investment purposes) in equity securities of mid-capitalization companies with market capitalizations between $1 billion and $20 billion. It may also invest up to 15% in real estate investment trusts. The portfolio may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets. |
| Last Dividend
(12-Aug-09):
| 0.00 | | Last Cap Gain
(12-Aug-09):
| 0.16 | | Annual Holdings Turnover
| 58.00% | | Average for Category:
| 92.67% |
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| Expense | IJMAX | Category
Avg | | Total Expense Ratio: | %
| 1.36% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.43% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $693 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,074 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,080 |
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