4 / 5 Stars
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
U.S. News evaluated 40 Target Date 2051+ 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 24.13 percent over the past year, and 12.19 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||19.9%|
|3 Years (Annualized)||12.2%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks to provide total return consistent with an asset allocation targeted at retirement in approximately 2055. 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. The Portfolio's current approximate target investment allocations (expressed as a percentage of its net assets) among the underlying funds are as follows: 95% in equity securities; and 5% in debt instruments.
Fees are Low compared to funds in the same category.
ING Index Solutions 2055 Portfolio has an expense ratio of 0.12 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.