ING DIRECT Strategic Allocation Mod O ING Funds Services 7337 E. Doubletree Ranch Road Scottsdale AZ 85258 Map
Phone: 866-289-3863
| Category: | Moderate Allocation | | Fund Family: | ING Funds | | Net Assets: | 12.57M | | Year-to-Date Return: | 16.83% | | Yield: | 5.01% | | Morningstar Rating: |  | | Fund Inception Date: | 15-Nov-06 |
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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: | NaN | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | $100 |
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| The investment seeks total return. The fund invests in a combination of underlying funds that reflects an allocation of approximately 65% in equity securities and 35% in fixed-income securities. It may engage in frequent and active trading of portfolio securities to achieve its investment objective. |
| Last Dividend
(31-Dec-08):
| 0.44 | | Last Cap Gain
(31-Dec-08):
| 0.51 | | Annual Holdings Turnover
| 39.00% | | Average for Category:
| 74.74% |
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| Expense | IDSLX | Category Avg | | Total Expense Ratio: | 1.20%
| 1.02% | | Max 12b1 Fee: | 0.25%
| N/A | | Max Front End Sales Load: | %
| 5.29% | | Max Deferred Sales Load: | %
| 2.72% | | 3 Yr Expense Projection*: |
$ 476 | $632 | | 5 Yr Expense Projection*: |
$ 855 | $951 | | 10 Yr Expense Projection*: |
$ 1,917 | $1,857 |
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