Companies That Have Stood The Test of Time
ING Corporate Leaders Trust Fund
With virtually the same blue-chip companies it held in 1935, this passively managed trust has beaten the Dow Jones and the S&P 500 over the past 40 years.
Morningstar Overall Rating as of 12/31/13
For more information call 1 (800) 334-3444
The ING Corporate Leaders Trust Fund Offers
Over 40 years, ING Corporate Leaders Trust Has Historically Outperformed the Dow and the S&P 500
Growth of $10,000, ING Corporate Leader Trust vs. Dow Jones Industrial Average and S&P 500
Source: Morningstar, Inc., as of 12/31/13 This chart is for illustrative purposes only. Past performance is not indicative of future results. Excludes sales charges. If sales charges and taxes had been included, the value would have been lower. Index performance does not account for fees and expenses associated with investing in funds. Investors cannot invest directly in an index.
The ING Difference
Invests in Historical Market Leaders
The Trust's founders believed companies that could prosper in the Great Depression would succeed in all economic and market conditions.
Some of the Largest and Historically Most Stable Blue-Chip Companies
Since holdings cannot be sold except in rare cases, the Trust holds most of the same stocks it had in 1935 — or their direct descendents.
Over 75 Years of Historically Strong Performance
The Trust investments — a fixed list of 22 blue-chip companies — have performed well through both prosperous and turbulent economic times.
ING Investments, LLC, Sponsor
The ING Corporate Leaders Trust Fund is a passively managed grantor trust. The Fund is registered with the SEC as a unit investment trust.
The Overall Morningstar risk-adjusted return rating for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating metrics.
The Dow Jones Industrial Average is a price-weighted average of 30 significant stocks traded on the New York Stock Exchange and the NASDAQ. The index does not reflect fees, brokerage commissions, taxes or other expenses of investing. The Standard and Poor’s 500 Index is an unmanaged capitalization-weighted index of 500 stocks designed to measure performance of the broad domestic economy through changes in the aggregate market value of 500 stocks representing all major industries. The index does not reflect fees, brokerage commissions, taxes or other expenses of investing. Investors cannot invest directly in an index.
Investment Risks: All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. Investing in funds that are concentrated in a smaller number of holdings poses greater risk than funds with a larger number of holdings because each investment has a greater effect on the Fund’s performance. The value of a participation fluctuates with the market value of the underlying portfolio securities of the Trust. The dividend income, i any, from the portfolio securities is subject to fluctuation which in turn will affect the amounts of distributions made to participants. An investor in the Trust has no assurance against loss in a declining market, and redemption at a time when the market value of the participations is less than their cost will result in a loss to the investor. Taxation: For Federal income tax purposes, (1) the Trust will be treated as a fixed investment trust and will not be subject to Federal income tax, (2) each participant will be treated as the owner of his pro rata portion of the common stock of the corporations held by the Trust, (3) each participant will be required to include in his gross income his pro rata portion of the dividends and interest received by the Trust (including the amounts of such dividends and interest that are not distributed to participants but are used to pay the fees and expenses of the Trust), at the time such dividends and interest are received by the Trust, not at the later time such dividends and interests are distributed to participants or reinvested in additional participations, and (4) each individual participant who itemizes deductions may deduct his pro rata portion of the fees and expenses of the Trust only to the extent such amount, together with his other miscellaneous itemized deductions, exceeds 2% of his adjusted gross income. Please see the prospectus for further information.
Past performance does not guarantee future results.
For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund’s monthly performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) Class A Load Waived: 3 Yrs. 4 Stars (218/1355 absolute ranking vs. no. of funds);5 Yrs. 4 Stars (146/1215); 10 Yrs. - Stars (-). Class I: 3 Yrs. 4 Stars (165/1355); 5 Yrs. 5 Stars (125/1215); 10 Yrs. - Stars (-).