4 / 5 Stars
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 15.39 percent over the past year, 10.72 percent over the past three years, and 16.46 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.7%|
|3 Years (Annualized)||10.7%|
|5 Years (Annualized)||16.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation; income is a secondary consideration. The fund normally invests in a combination of ING mutual funds sub-advised by Franklin Advisers, Inc., Franklin Mutual Advisers, LLC, or Templeton Global Advisors Limited on a fixed-percentage basis. These underlying funds, in turn, invest primarily in U.S. and foreign equity securities and, to a lesser extent, debt instruments and money market securities. The sub-adviser makes equal allocations (approximately 33.3%) of its assets to the following three underlying funds: ING Franklin Income Portfolio; ING Franklin Mutual Shares Portfolio; and ING Templeton Global Growth Portfolio.
Fees are Low compared to funds in the same category.
ING Franklin Templeton Founding Strategy Portfolio has an expense ratio of 0.09 percent.
Risk is Average compared to funds in the same category according to Morningstar.