ING Balanced O
ING Funds Services 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
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Phone: 866-289-3863
| Category: | Moderate Allocation | | Fund Family: | ING Funds | | Net Assets: | 23.20M | | Year-to-Date Return: | 12.42% | | Yield: | 4.36% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-04 |
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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: | $100 | | Min Subsequent Investment: | $0 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks to maximize total return consistent with reasonable safety of principal. The fund invests in a diversified portfolio of stocks, bonds and money market instruments. It normally invests up to 75% of total assets in equity securities and at least 25% of total assets in debt (including money market instruments). The fund may also invest in convertible securities, foreign debt securities and derivatives. It may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. |
| Last Dividend
(1-Jul-09):
| 0.17 | | Last Cap Gain
(16-Dec-08):
| 0.00 | | Annual Holdings Turnover
| 329.00% | | Average for Category:
| 81.32% |
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| Expense | IDBAX | Category
Avg | | Total Expense Ratio: | 1.24%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 446 | $631 | | 5 Yr Expense Projection*: |
$ 790 | $951 | | 10 Yr Expense Projection*: |
$ 1,758 | $1,858 |
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