3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 190 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 5.09 percent over the past year, 6.02 percent over the past three years, and 10.96 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||6.0%|
|5 Years (Annualized)||11.0%|
|10 Years (Annualized)||N/A|
The investment seeks a high level of total return (consisting of capital appreciation and income) consistent with a conservative level of risk relative to the other ING Retirement Portfolios. The Portfolio invests in a combination of underlying funds according to a model that is intended to reflect an allocation of approximately 30% of the Portfolio's assets in equity securities and 70% of the Portfolio's assets in fixed-income securities. The actual amount of Portfolio assets invested in equity securities may vary at any time and may range from 15% to 45% of its assets in equity securities and from 55% to 85% of its assets in fixed-income securities.
Fees are Average compared to funds in the same category.
ING Retirement Conservative Portfolio has an expense ratio of 0.23 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.