Yahoo! FinanceFinance Home - My Yahoo - Yahoo! - Help 

Monday, December 28, 2009, 9:44PM ET - U.S. Markets Closed. Dow Up 0.26% Nasdaq Up 0.24%
ING Real Estate O (IDROX)On Dec 28: 11.19  Up 0.04 (0.36%)  
MORE ON IDROX
Quotes
Charts
News & Info
Fund
HereProfile
Analyst


Profile  As of 30-Nov-09Get Profile for:
ING Real Estate O
ING Funds 7337 E. Doubletree Ranch Road Scottsdale AZ 85258
Map
Phone: 866-289-3863
Free prospectuses for
more than 1,000 funds!
View List of Free Prospectuses
FUND OVERVIEW 
Category:Real Estate
Fund Family:ING Funds
Net Assets:23.97M
Year-to-Date Return:20.52%
Yield:3.64%
Morningstar Rating:4 stars
Fund Inception Date:15-Sep-04
MORNINGSTAR STYLE BOX 
Real Estate
[View Category Definition]
View Top Real Estate Funds
About the Morningstar Style Box
MANAGEMENT INFORMATION 
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.
INVESTMENT INFORMATION 
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
IDROX can be purchased from brokerages.
FUND SUMMARY 
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.
FUND OPERATIONS 
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%
FEES & EXPENSES 
ExpenseIDROXCategory
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
* Per $10,000 invested


Add to My Portfolio Add to Portfolio    Set Alert Set Alert    Email to a Friend Email to a Friend
Get Profile for Another Symbol: Symbol Lookup
Top Performers by StyleMorningstar Editorials