ING JPMorgan Small Cap Core Equity S2
7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Map
Phone: 800-366-0066
| Category: | Small Blend | | Fund Family: | ING Retirement Funds | | Net Assets: | 32.19M | | Year-to-Date Return: | 18.93% | | Yield: | 0.22% | | Morningstar Rating: |  | | Fund Inception Date: | 09-Sep-02 |
|
Christopher T. Blum
Lead Manager since
30-Aug-04 | | | Blum is managing director and portfolio manager of JPMIM. He joined JPMIA in December 2004. Blum has been the chief investment officer of the U.S. Behavioral Finance Group since 2008. As chief investment officer, he is responsible for the JPMorgan Intrepid strategies and for the behavioral small cap strategies since 2001. Prior to his present role, Blum has worked as a portfolio manager for JPMIM or its affiliates since 2001 when he joined the firm. Blum holds the Chartered 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 |
|
| |
| The investment seeks capital growth over the long term. The fund invests at least 80% of net assets (plus borrowings for investment purposes) in equity securities of small-capitalization companies with market capitalization equal to those within a universe of Russell 2000 index stocks. It may also invest up to 20% of total assets in foreign securities. The fund may also invest up to 20% of total assets in convertible securities which generally pay interest or dividends and which can be converted into common or preferred stock. |
| Last Dividend
(15-Jul-09):
| 0.02 | | Last Cap Gain
(15-Jul-09):
| 0.21 | | Annual Holdings Turnover
| 62.00% | | Average for Category:
| 91.53% |
|
| Expense | IJSTX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
|
|
0.83% Nasdaq 
Profile
