3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
2 / 5 Stars
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 28.15 percent over the past year, 12.36 percent over the past three years, 23.49 percent over the past five years, and 8.26 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.9%|
|3 Years (Annualized)||12.4%|
|5 Years (Annualized)||23.5%|
|10 Years (Annualized)||8.3%|
The investment seeks growth of capital. Under normal market conditions, the fund invests at least 80% of its net assets (plus borrowings for investment purposes) in common stocks of small-capitalization companies. The sub-adviser defines small-capitalization companies as companies that are included in the Standard & Poor's SmallCap 600 ("S&P SmallCap 600") Index or the Russell 2000® Index. The fund may invest in derivative instruments including, but not limited to, put and call options. It may also invest, to a limited extent, in foreign stocks.
Fees are High compared to funds in the same category.
ING Small Company Fund has an expense ratio of 2.16 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.