ING Strategic Allocation Conservative A
ING Funds Services 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
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Phone: 800-992-0180
| Category: | Conservative Allocation | | Fund Family: | ING Funds | | Net Assets: | 12.85M | | Year-to-Date Return: | 13.15% | | Yield: | 5.74% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Jan-97 |
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Paul Zemsky
Lead Manager since
27-Apr-07 | | | Zemsky is the head of ING?s Multi-Asset Strategies & Solutions Group. He joined ING Investment Management Co. in 2005 as Head of Derivative Strategies. Prior to joining ING, Mr. Zemsky held a number of key positions at J.P. Morgan Investment Management where he worked for 18 years. |
| Min Initial Investment: | $1,000 | | Min Initial Investment, IRA: | $250 | | Min Initial Investment, AIP: | $1,000 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return consistent with preservation of capital. The fund invests in a combination of underlying funds that reflects an allocation of approximately 45% in equity securities and 55% in fixed-income securities. Fixed-income securities include high-yield (high risk) debt securities commonly referred to as ?junk bonds? and fixed-income securities without limitations on maturity. It may engage in frequent and active trading of portfolio securities. |
| Last Dividend
(31-Dec-08):
| 0.47 | | Last Cap Gain
(31-Dec-08):
| 0.13 | | Annual Holdings Turnover
| 40.00% | | Average for Category:
| 75.40% |
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| Expense | ATLAX | Category
Avg | | Total Expense Ratio: | 1.15%
| 0.86% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | 5.75%
| 4.94% | | Max Deferred Sales Load: | %
| 2.64% | | 3 Yr Expense Projection*: |
$ 1,035 | $638 | | 5 Yr Expense Projection*: |
$ 1,408 | $979 | | 10 Yr Expense Projection*: |
$ 2,453 | $1,930 |
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0.34% Nasdaq 0.00%
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