ING Retirement Funds Mutual Fund Family Data Pages

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Performance
03-31-14

Total ReturnCategory Average
Total Return 14.5 0.1 14.0 21.3 1.7
Category Average 14.3 -1.3 13.1 20.8 1.7
Assets for Each Yr* 69.6 66.8 73.7 84.7 88.6
*billions

Trailing Returns %
03-31-14

  YTD 3 Year 5 Year    
Fund Family 1.72 10.35 17.56

Key Stats
03-31-14

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
88,626 $0 25.4 74.6
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 41.80 0.93 Below Avg
International Stock 3.1 9.82 1.05 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.4 13.93 0.77 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
6 7 5
2 2 5
1 4 1
Asset Allocation %
Cash 2.5
Stocks 77.7
Bonds 18.7
Other 1.2
Annual Turnover % 87
% Assets in Top 10 5.7
 
Sector Breakdown (% of stocks) 
Sensitive 38.8
Communication Services 3.5
Energy 8.7
Industrials 12.6
Technology 14.1
Cyclical 37.3
Basic Materials 4.2
Consumer Cyclical 13.9
Financial Services 15.4
Real Estate 3.8
Defensive 23.9
Consumer Defensives 8.7
Healthcare 11.7
Utilities 3.5

Top 20 US Holdings | Get Price Quotes
YTD Return through 04-14-14

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology -6.47 0.98
  Google, Inc. Class A* Technology -2.80 0.97
  Exxon Mobil Corporation* Energy -2.68 0.63
  JPMorgan Chase & Co* Financial Services -4.72 0.56
  Gilead Sciences Inc* Healthcare -11.07 0.48
  Danaher Corporation* Industrials -5.84 0.44
  Johnson & Johnson* Healthcare 6.78 0.42
  Comcast Corp Class A* Communication Services -5.93 0.41
  Walt Disney Co* Consumer Cyclical 1.60 0.41
  Citigroup Inc* Financial Services -8.50 0.38
  Oracle Corporation* Technology 4.05 0.36
  CVS Caremark Corp* Consumer Defensive 2.90 0.36
  Procter & Gamble Co* Consumer Defensive 0.00 0.34
  Union Pacific Corp* Industrials 8.93 0.32
  General Electric Co* Industrials -7.49 0.32
  Pfizer Inc* Healthcare -1.63 0.32
  Microsoft Corporation* Technology 5.48 0.31
  Boeing Co* Industrials -9.17 0.30
  Visa, Inc. Class A* Financial Services -9.55 0.30
  Starbucks Corporation* Consumer Cyclical -11.25 0.29
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Worst 5-Year Relative Performance | More
04-14-14

Lowest Expenses | More
04-14-14

Longest Manager Tenure | More
04-14-14

Fund Name Manager Name Average Manager Tenure
ING T. Rowe Price Equity Income Port S Brian C. Rogers 15
ING Baron Growth Portfolio I Ronald Baron 12
ING JPMorgan Mid Cap Value Port I Lawrence E. Playford 11
ING FMR Diversified Mid Cap S Thomas Allen 10
ING Invesco Growth and Income S James O. Roeder 10

Shortest Manager Tenure | More
04-14-14

Fund Name Manager Name Average Manager Tenure
ING High Yield Port S Rick Cumberledge 0
ING T. Rowe Price Growth Equity Port I Joseph B. Fath 0
ING Solution Aggressive I Halvard Kvaale 1
ING Columbia Contrarian Core Port I Guy W. Pope 1
ING Global Perspectives Portfolio I Karyn Cavanaugh 1
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