2 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 46 Target Date 2011-2015 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 9.67 percent over the past year, 6.81 percent over the past three years, and 12.43 percent over the past five years.
|Trailing Returns||Updated 02.28.2014|
|Year to date||1.9%|
|3 Years (Annualized)||6.8%|
|5 Years (Annualized)||12.4%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2015. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in a combination of underlying funds, which are passively managed index funds. Its current approximate target investment allocations (expressed as a percentage of its net assets) among the underlying funds are as follows: 42% in equity securities; and 58% in debt instruments.
Fees are Low compared to funds in the same category.
ING Index Solution 2015 Portfolio has an expense ratio of 0.12 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.