3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
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 14.14 percent over the past year, 9.10 percent over the past three years, 15.51 percent over the past five years, and 5.24 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||9.1%|
|5 Years (Annualized)||15.5%|
|10 Years (Annualized)||5.2%|
The investment seeks capital appreciation. Under normal market conditions, the sub-adviser invests the assets of the Portfolio in a combination of underlying funds that in turn invest, in varying degrees, among several classes of equities, debt instruments, emerging markets debt, and money market instruments. The Portfolio invests in a combination of underlying funds that reflects a target allocation of approximately 85% of its net assets in equity securities and 15% of its net assets in debt instruments (the "Target Allocations"). The Portfolio may invest up to 20% of its total assets in exchange-traded funds.
Fees are Low compared to funds in the same category.
ING Strategic Allocation Growth Portfolio has an expense ratio of 0.06 percent.
Risk is Average compared to funds in the same category according to Morningstar.