ING SmallCap Value Multi-Manager B ING Funds 7337 E. Doubletree Ranch Road Scottsdale AZ 85258 Map
Phone: 800-992-0180
| Category: | Small Value | | Fund Family: | ING Funds | | Net Assets: | 1.33M | | Year-to-Date Return: | 21.55% | | Yield: | 0.00% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Feb-05 |
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Phyllis G Thomas
Lead Manager since
01-Feb-05 | | | Thomas is managing director and portfolio manager at NWQ since 1990. Prior to joining NWQ, Ms. Thomas held the position of Vice President and Senior Portfolio Manager with The Boston Company where she managed institutional portfolios for three years. Previous to this, she spent seven years at Beneficial Standard Investment Management Company as a Senior Portfolio Manager for the companies equity funds and outside advisory accounts. Thomas holds the Chartered Financial Analyst designation. |
| 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 long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of small-sized companies with market capitalizations that fall within the range of companies found in the Russell 2000 (R) index or the S&P SmallCap 600 index. It may invest in other investment companies, including exchange-traded funds. The fund may also invest in derivatives as part of its investment strategy. It can invest up to 35% of assets in foreign issuers. |
| Last Dividend
(16-Dec-05):
| 0.00 | | Last Cap Gain
(18-Dec-07):
| 0.50 | | Annual Holdings Turnover
| 64.00% | | Average for Category:
| 76.37% |
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| Expense | SAABX | Category Avg | | Total Expense Ratio: | 2.26%
| 1.51% | | Max 12b1 Fee: | 1.00%
| N/A | | Max Front End Sales Load: | %
| 5.43% | | Max Deferred Sales Load: | 5.00%
| 2.51% | | 3 Yr Expense Projection*: |
$ 1,095 | $640 | | 5 Yr Expense Projection*: |
$ 1,587 | $1,003 | | 10 Yr Expense Projection*: |
$ 2,809 | $2,022 |
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