4 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 215 Small Growth 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 31.54 percent over the past year, 16.72 percent over the past three years, 28.16 percent over the past five years, and 10.68 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.4%|
|3 Years (Annualized)||16.7%|
|5 Years (Annualized)||28.2%|
|10 Years (Annualized)||10.7%|
The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. Smaller companies are those with market capitalizations that fall within the range of companies in the Russell 2000® Growth Index at the time of purchase. It normally invests in companies that the sub-adviser believes have above average prospects for growth. The fund may invest in other investment companies, including exchange-traded funds.
Fees are Above Average compared to funds in the same category.
ING Small Cap Opportunities Portfolio has an expense ratio of 0.91 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.