| Scorecard |
|---|
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3 / 5 Stars
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Lipper
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Zacks Investment Research
3
(Hold)
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Standard & Poor's
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TheStreet.com
A+
(Buy)
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U.S. News evaluated 20 Utilities Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 23.10 percent over the past year, 16.08 percent over the past three years, and 6.19 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 14.7% |
| 1 Year | 23.1% |
| 3 Years (Annualized) | 16.1% |
| 5 Years (Annualized) | 6.2% |
| 10 Years (Annualized) | N/A |
Summary
The investment seeks total return. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of issuers in the utilities sector. The Sub-Adviser may invest the Portfolio's assets in companies of any size. The Sub-Adviser may invest the Portfolio's assets in U.S. and foreign securities, including emerging market securities. The Sub-Adviser primarily invests the Portfolio's assets in equity securities, but may also invest in debt instruments, including lower quality debt instruments.
Fees
Fees are Above Average compared to funds in the same category.
ING MFS Utilities Fund has an expense ratio of 0.79 percent.
Risk
Risk is Above Average compared to funds in the same category according to Morningstar.
