Note: Effective January 26 2009 the ING LargeCap Growth Fund changed its name to the ING Growth Opportunities Fund, as well as its sub-advisor and principal investment strategies.
Fund Description
Overview
- Invests primarily in equity securities of companies of any market size that the Sub-Adviser believes have above-average prospects for growth
- Stock selection process combines the discipline of quantitative screens with rigorous fundamental security analysis
- May invest in options, futures, IPOs, ETFs, and up to 15% of its assets in foreign securities
Investment Objective
The Fund seeks long-term capital appreciation.
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Investment Style
More Info
Management Team
Uri Landesman
Senior Vice President and Head of International Equities
Managed Fund since 2009
Jeff Bianchi, CFA
Portfolio Manager
Managed Fund since 2009
View Detailed Information
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Most Recent Month-End
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Most Recent Quarter-End
| As of 12/31/2009 |
YTD |
1 YR |
3 YR |
5 YR |
10 YR |
Inception
(07/1997) |
Gross
Exp. |
Net
Exp.1 |
| Net Asset Value |
+31.39 |
+31.39 |
-4.00 |
-0.87 |
-7.55 |
+3.50 |
1.74% |
1.4% |
| With Sales Charge |
+23.82 |
+23.82 |
-5.89 |
-2.04 |
-8.10 |
+3.01 |
|
|
| As of 12/31/2009 |
YTD |
1 YR |
3 YR |
5 YR |
10 YR |
Inception
(07/1997) |
Gross
Exp. |
Net
Exp.1 |
| Net Asset Value |
+31.39 |
+31.39 |
-4.00 |
-0.87 |
-7.55 |
+3.50 |
1.74% |
1.4% |
| With Sales Charge |
+23.82 |
+23.82 |
-5.89 |
-2.04 |
-8.10 |
+3.01 |
|
|
View Detailed Performance
Current Maximum Sales Charge: 5.75%
1 The Adviser has contractually agreed to limit expenses of the Fund. This expense limitation agreement excludes interest, taxes, brokerage, and extraordinary expenses and is subject to possible recoupment. Please see the Fund's prospectus for more information. The expense limits will continue through at least October 1, 2010. Expenses are being waived to the contractual cap.
Past performance is no guarantee of future results. The performance quoted represents past performance. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Current performance may be lower or higher than the performance data quoted.
SEC fund returns assume the reinvestment of dividends and capital gain distributions and include a sales charge. Net Asset Value fund returns assume the reinvestment of dividends and capital gain distributions. Total return for less than one year is not annualized. Results would have been less favorable if the sales charge were included.
Principal Risks
All investing involves risks of fluctuating prices and the uncertainties of rates of return and yield inherent in investing. Growth stocks may be more volatile than value stocks due to their relatively high valuations, and growth investing may fall out of favor with investors. An investment in securities of Larger Companies carries with it the risk that the company (and its earnings) may grow more slowly than the economy as a whole or not at all. Foreign Investing does pose special risks including currency fluctuation, economic and political risks not found in investments that are solely domestic. Other risks of the Fund include but are not limited to: Initial Public Offerings Risks; Market Trends Risks; Other Investment Companies Risks; Price Volatility Risks; Inability to Sell Securities Risks; and Securities Lending Risks. Investors should consult the Fund's Prospectus and Statement of Additional Information for a more detailed discussion of the Fund's risks.