3 / 5 Stars
Zacks Investment Research
Standard & Poor's
U.S. News evaluated 49 Target Date 2021-2025 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 11.50 percent over the past year, 8.27 percent over the past three years, and 13.54 percent over the past five years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.9%|
|3 Years (Annualized)||8.3%|
|5 Years (Annualized)||13.5%|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2025. 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: 66% in equity securities; and 34% in debt instruments.
Fees are Average compared to funds in the same category.
ING Index Solution 2025 Portfolio has an expense ratio of 0.12 percent.
Risk is Average compared to funds in the same category according to Morningstar.