Morningstar Rating

Fund Research and Analysis

by Karin Anderson
Recent returns may be attractive, but we don't like ING Small Cap Opportunities' overall package.

Steven Salopek has managed this fund for just under three years. He first employs the firm's quantitative screens to whittle down the small-cap universe.  Read more 

Kudos

Solid performance under current management.

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Risks

New manager has been at the helm for relatively short period.

Expensive.

Heavy manager turnover during the past 10 years.

The horrific bear market losses created by a previous manager continue to plague this fund's performance record.

Strategy

Steven Salopek employs a strategy that boils down to growth-at-a-reasonable-price. In an attempt to beat the Russell 2000 Growth Index, he employs the firm's proprietary quantitative screens to sift   Read more 

Management

Steven Salopek took over as lead manager in June 2005. Prior to joining ING Invementment Management, he was a portfolio manager at Banc One Investment Advisors from 1999 to 2004 and a tech-stock specialist and portfolio manager at Stein Roe & Farnham   Read more 

Inside Scoop

After many manager changes in the past ten years, performance has stabilized under the current manager's watch. In the late 1990s, this fund loaded up on speculative growers   Read more 

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