| Total Return | 33.1 | 15.3 | -2.9 | 15.8 | 8.8 |
| Category Average | 29.6 | 14.1 | -4.3 | 17.7 | 8.6 |
| Assets for Each Yr* | 11.6 | 14.2 | 14.4 | 18.3 | 20.0 |
| YTD | 3 Year | 5 Year | |||
|---|---|---|---|---|---|
| Fund Family | 8.75 | 10.25 | 4.42 | ||
| Total Assets* | Min. Investment | Load (% of Assets) | No Load (% of Assets) |
|---|---|---|---|
| 19,966 | $1,000 | 38.2 | 61.8 |
| Asset Class | Score | % of Assets | Expense Ratio % | Expense Rating |
| Domestic Stock | 3.4 | 25.79 | 1.34 | Average |
| International Stock | 2.7 | 9.49 | 1.57 | Average |
| Municipal Bond | --- | --- | --- | --- |
| Taxable Bond | 2.3 | 24.91 | 1.12 | Average |
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| Sector | YTD Return % | % Net Assets | |||
|---|---|---|---|---|---|
| Simon Property Group Inc* | RealEstate | 15.22 | 1.52 | ||
| Exxon Mobil Corporation* | Energy | 7.41 | 1.01 | ||
| Host Hotels & Resorts Inc | RealEstate | 20.42 | 0.91 | ||
| Prologis Inc* | RealEstate | 20.99 | 0.82 | ||
| Union Pacific Corp* | Industrials | 27.74 | 0.74 | ||
| Boston Properties Inc* | RealEstate | 6.87 | 0.70 | ||
| HCP Inc* | RealEstate | 22.74 | 0.69 | ||
| Ventas Inc* | RealEstate | 27.22 | 0.63 | ||
| Health Care REIT, Inc.* | RealEstate | 29.68 | 0.62 | ||
| General Growth Properties Inc* | RealEstate | 16.32 | 0.62 | ||
| Macerich Company | RealEstate | 22.76 | 0.60 | ||
| SL Green Realty Corporation | RealEstate | 20.63 | 0.59 | ||
| Public Storage* | RealEstate | 16.38 | 0.59 | ||
| Chevron Corp* | Energy | 15.89 | 0.54 | ||
| Kimco Realty Corp* | RealEstate | 26.45 | 0.54 | ||
| Equity Residential* | RealEstate | 5.86 | 0.52 | ||
| Berkshire Hathaway Inc Class B* | Financial Services | 26.00 | 0.51 | ||
| Procter & Gamble Co* | Consumer Defensive | 19.58 | 0.51 | ||
| UDR Inc | RealEstate | 13.27 | 0.50 | ||
| Vornado Realty Trust* | RealEstate | 11.04 | 0.48 | ||
| Show Data Definitions | Feedback | Order Reprints | Ticker Lookup |
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| ING International Value Equity A | 1 | --- | |
| ING Large Cap Value A | 2 | --- | |
| ING Corporate Leaders Trust Series B | 7 | --- | |
| ING MidCap Opportunities A | 14 | --- | |
| ING Value Choice A | 15 | --- | |
| Fund Name | 5-Yr Rank | Analyst Report | |
|---|---|---|---|
| ING Global Opportunities A | 96 | 06-07-10 | |
| ING International SmallCap A | 86 | 12-07-09 | |
| ING Global Equity Dividend A | 79 | --- | |
| ING International Real Estate A | 74 | --- | |
| ING International Value A | 74 | 12-16-10 | |
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| ING Investment Grade Credit SMA | 0.00 | --- | |
| ING Capital Allocation I | 0.07 | --- | |
| ING Diversified International A | 0.50 | --- | |
| ING Global Target Payment A | 0.51 | --- | |
| ING Corporate Leaders Trust Series B | 0.52 | --- | |
| Fund Name | Expense Ratio | Analyst Report | |
|---|---|---|---|
| ING Russia A | 2.14 | 04-25-11 | |
| ING Emerging Markets Equity Dividend A | 2.10 | --- | |
| ING International SmallCap A | 1.74 | 12-07-09 | |
| ING Senior Income A | 1.66 | 06-21-10 | |
| ING International Value A | 1.61 | 12-16-10 | |
| Fund Name | Manager Name | Average Manager Tenure | |
|---|---|---|---|
| ING Corporate Leaders Trust Series B | Management Team | 78 | |
| ING Senior Income A | Jeffrey A. Bakalar | 12 | |
| ING Real Estate Instl | T. Ritson Ferguson | 12 | |
| ING Global Real Estate A | Steven D. Burton | 10 | |
| ING Core Equity Research I | Christopher F. Corapi | 6 | |
| Fund Name | Manager Name | Average Manager Tenure | ||
|---|---|---|---|---|
| ING Diversified Emerging Mkts Dbt A | Marcelo Assalin | 1 | ||
| ING Emerging Markets Corporate Debt P | Michael Hyman | 1 | ||
| ING Emerging Markets Equity Dividend A | Robert Davis | 1 | ||
| ING International Value Choice A | Martin Jansen | 1 | ||
| ING International Value Equity A | Martin Jansen | 1 | ||