3 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 227 Small Blend 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 33.22 percent over the past year, 15.20 percent over the past three years, 25.88 percent over the past five years, and 8.08 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.4%|
|3 Years (Annualized)||15.2%|
|5 Years (Annualized)||25.9%|
|10 Years (Annualized)||8.1%|
The investment seeks to outperform the total return performance of the Standard and Poor's SmallCap 600 Index while maintaining a market level of risk. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of small-capitalization companies included in the index. In managing the Portfolio, the Sub-Adviser attempts to achieve the Portfolio's objective by overweighting those stocks that the Sub-Adviser believes will outperform the index, and underweighting (or avoiding altogether) those stocks in the index that the Sub-Adviser believes will underperform the index.
Fees are Average compared to funds in the same category.
ING Index Plus SmallCap Portfolio has an expense ratio of 0.51 percent.
Risk is Average compared to funds in the same category according to Morningstar.