ING Retirement Funds Mutual Fund Family Data Pages

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Performance
04-30-13

Total ReturnCategory Average
Total Return 27.9 14.2 0.0 13.8 8.3
Category Average 28.2 14.1 -1.1 12.8 8.1
Assets for Each Yr* 70.8 77.1 73.4 80.6 85.7
*billions

Trailing Returns %
04-30-13

  YTD 3 Year 5 Year    
Fund Family 8.26 9.98 5.14

Key Stats
04-30-13

Total Assets* Min. Investment Load (% of Assets) No Load (% of Assets)
85,707 $0 25.9 74.1
Asset Class Score % of Assets Expense Ratio % Expense Rating
Domestic Stock 3.1 38.63 0.94 Below Avg
International Stock 3.1 9.75 1.03 Below Avg
Municipal Bond --- --- --- ---
Taxable Bond 3.4 17.05 0.78 Below Avg
*Doesn't include money market assets.

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Portfolio Analysis

Morningstar Style Box
7 7 5
3 2 6
1 4 1
Asset Allocation %
Cash 4.1
Stocks 75.8
Bonds 18.0
Other 2.2
Annual Turnover % 108
% Assets in Top 10 5.2
 
Sector Breakdown (% of stocks) 
Sensitive 40.0
Communication Services 3.9
Energy 9.5
Industrials 12.2
Technology 14.5
Cyclical 36.1
Basic Materials 4.2
Consumer Cyclical 13.0
Financial Services 14.9
Real Estate 3.9
Defensive 23.9
Consumer Defensives 9.5
Healthcare 11.2
Utilities 3.3

Top 20 US Holdings | Get Price Quotes
YTD Return through 05-20-13

  Sector YTD Return % % Net Assets  
  Apple Inc* Technology -15.70 0.80
  Google, Inc. Class A* Technology 28.44 0.75
  Exxon Mobil Corporation* Energy 8.28 0.62
  Pfizer Inc* Healthcare 16.35 0.53
  Philip Morris International, Inc.* Consumer Defensive 14.60 0.44
  Procter & Gamble Co* Consumer Defensive 18.21 0.42
  JPMorgan Chase & Co* Financial Services 20.29 0.41
  Oracle Corporation* Technology 4.74 0.40
  International Business Machines Corp* Technology 9.32 0.40
  Comcast Corp Class A* Communication Services 11.66 0.38
  Gilead Sciences Inc* Healthcare 51.78 0.37
  Wells Fargo & Co* Financial Services 19.22 0.35
  Danaher Corporation* Industrials 14.66 0.34
  Chevron Corp* Energy 17.14 0.31
  Amgen Inc* Healthcare 19.63 0.29
  Microsoft Corporation* Technology 33.06 0.29
  Citigroup Inc* Financial Services 30.49 0.25
  United Technologies Corp* Industrials 19.86 0.25
  Thermo Fisher Scientific Inc* Healthcare 36.30 0.24
  Visa, Inc.* Financial Services 20.25 0.23
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Worst 5-Year Relative Performance | More
05-20-13

Longest Manager Tenure | More
05-20-13

Fund Name Manager Name Average Manager Tenure
ING T. Rowe Price Equity Income Port S Brian C. Rogers 14
ING Baron Growth Portfolio I Ronald Baron 11
ING FMR Diversified Mid Cap S Thomas Allen 9
ING Invesco VanKampen Gr and Inc Port S James O. Roeder 9
ING Oppenheimer Global Port I Rajeev Bhaman 9

Shortest Manager Tenure | More
05-20-13

Fund Name Manager Name Average Manager Tenure
ING Columbia Contrarian Core Port I Guy Pope 0
ING Multi-Manager Lg Cap Core Port I J. Brian Campbell 0
ING Bond Portfolio Christine Hurtsellers 1
ING Australia Index Port I Vincent J. Costa 1
ING DFA Global Allocation Port I Joseph H. Chi 1
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