3 / 5 Stars
Zacks Investment Research
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 31.50 percent over the past year, 14.36 percent over the past three years, and 26.41 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.8%|
|3 Years (Annualized)||14.4%|
|5 Years (Annualized)||26.4%|
|10 Years (Annualized)||N/A|
The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell 2000® Index ("index"). The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds.
Fees are Average compared to funds in the same category.
ING Russell Small Cap Index Portfolio has an expense ratio of 0.45 percent.
Risk is Average compared to funds in the same category according to Morningstar.