5 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 183 Conservative 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 10.39 percent over the past year, 8.88 percent over the past three years, and 14.94 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-0.7%|
|3 Years (Annualized)||8.9%|
|5 Years (Annualized)||14.9%|
|10 Years (Annualized)||N/A|
The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal market conditions, the Portfolio invests in a diversified portfolio of debt instruments and equity securities. The equity securities in which the Portfolio invests consist primarily of common stocks. The Portfolio seeks income by selecting investments such as corporate, foreign, and U.S. Treasury bonds, as well as stocks with dividend yields the sub-adviser ("Sub-Adviser") believes are attractive. It may invest up to 100% of its total assets in debt instruments that are rated below investment-grade.
Fees are Average compared to funds in the same category.
ING Franklin Income Fund has an expense ratio of 0.78 percent.
Risk is High compared to funds in the same category according to Morningstar.