ING Real Estate O ING Funds 7337 E. Doubletree Ranch Road Scottsdale AZ 85258 Map
Phone: 866-289-3863
| Category: | Real Estate | | Fund Family: | ING Funds | | Net Assets: | 23.97M | | Year-to-Date Return: | 20.52% | | Yield: | 3.64% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Sep-04 |
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T. Ritson Ferguson
Lead Manager since
31-Dec-96 | | | Ferguson is the Managing Director, Chief Investment Officer of ING. He oversees the day-to-day management of Clarion?s portfolios, Clarion?s Investment Committee and is a board member of ING Real Estate. He joined Messrs. Kenneth Campbell and Jarrett Kling in 1991 in forming the predecessor to ING Clarion Real Estate Securities and has 24 years of investment experience. |
| 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 total return consisting of long-term capital appreciation and current income. The fund normally invests at least 80% of assets in common and preferred stocks of U.S. REITs and real estate companies which consist of companies that are principally engaged in the real estate industry. It also may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. The fund may also invest in convertible securities, initial public offerings and Rule 144A securities. It is nondiversified. |
| Last Dividend
(18-Nov-09):
| 0.00 | | Last Cap Gain
(18-Dec-07):
| 1.52 | | Annual Holdings Turnover
| 105.00% | | Average for Category:
| 117.78% |
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| Expense | IDROX | Category Avg | | Total Expense Ratio: | %
| 1.45% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | %
| 2.79% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $638 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $982 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,957 |
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