4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 215 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 35.61 percent over the past year, 17.12 percent over the past three years, 16.82 percent over the past five years, and 9.69 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||30.2%|
|3 Years (Annualized)||17.1%|
|5 Years (Annualized)||16.8%|
|10 Years (Annualized)||9.7%|
The investment seeks growth of capital. Under normal market conditions, the Portfolio 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 Portfolio may invest in derivative instruments including, but not limited to, put and call options. It may invest in other investment companies, including exchange-traded funds.
Fees are Above Average compared to funds in the same category.
ING Small Company Portfolio has an expense ratio of 0.85 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.