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Mutual Fund Insights: ING Baron Small Cap Growth Adv Fund (IBSAX)
In-depth Analysis of ING Baron Small Cap Growth Adv (IBSAX)
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Last Trade: $13.96 on 11/20/2009, Change: -0.09 (-0.64%)
Fund Manager - Ronald Baron
Fund Manager Tenure: 7.6 years [Similar Funds: IBSSX ]Fundmojo Fund Grade: B (Score: 0.69) (What does this score mean?)
Category Average: 13.17% , -7.45% , 0.22% | Category Average: 1.61% | Category Average: 132.21% |
What we like about ING Baron Small Cap Growth Adv Fund (IBSAX)
Data for ING Baron Small Cap Growth Adv Fund (IBSAX) as of October 31, 2009
- ING Baron Small Cap Growth Adv Fund (IBSAX) management has been with ING Baron Small Cap Growth Adv Fund for 7.6 years
- ING Baron Small Cap Growth Adv Fund (IBSAX) has good short-term performance (1-year return 15.47% vs 13.17% Small Growth category average)
- ING Baron Small Cap Growth Adv Fund (IBSAX) has good mid-term performance (3-year return -6.67% vs -7.45% Small Growth category average)
- ING Baron Small Cap Growth Adv Fund (IBSAX) has good Long-term performance (5-year return 1.55% vs 0.22% Small Growth category average)
- ING Baron Small Cap Growth Adv Fund (IBSAX) ratio of up-years vs down years is greater than 2
- ING Baron Small Cap Growth Adv Fund (IBSAX) has a Morningstar rating of 4 and above
- ING Baron Small Cap Growth Adv Fund (IBSAX) has an annual stock turnover rate of 30.00% vs Small Growth average of 132.21%. It is good that ING Baron Small Cap Growth Adv management does not trade extensively for its return.
- ING Baron Small Cap Growth Adv Fund (IBSAX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.26, lower than category average of 24.28
- ING Baron Small Cap Growth Adv Fund (IBSAX) has a lower management fee than its Small Growth average: 1.58% vs 1.61%
What we are cautious about ING Baron Small Cap Growth Adv Fund (IBSAX)
Data for ING Baron Small Cap Growth Adv Fund (IBSAX) as of October 31, 2009
- Even though ING Baron Small Cap Growth Adv Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Small Growth category?
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ING Baron Small Cap Growth Adv Fund (IBSAX) Net Asset
Track net asset change of ING Baron Small Cap Growth Adv fund (IBSAX)
| Date | Net Asset |
| 10/2009 | $30.15M |
| 09/2009 | $32.21M |
| 08/2009 | $29.08M |
ING Baron Small Cap Growth Adv Fund (IBSAX) Portfolio Allocation
Track portfolio allocation change of ING Baron Small Cap Growth Adv fund (IBSAX)
| Date | Cash | Stock | Bond | Other |
| 06/2009 | 8.96% | 91.05% | 0% | 0% |
| 03/2009 | 9.22% | 90.78% | 0% | 0% |
| 12/2008 | 9.69% | 90.31% | 0% | 0% |
Most Recent Top 10 Holdings in ING Baron Small Cap Growth Adv Fund (IBSAX)
Discover what ING Baron Small Cap Growth Adv Fund (IBSAX) manager is buying
DEVRY INC [2.99%] MSCI INC [2.54%] RALCORP HOLDINGS INC [2.24%] LKQ Corporation [2.12%] METTLER TOLEDO INTL [1.92%] COMMUNITY HEALTH [1.86%] Copart, Inc. [1.76%] Morningstar, Inc. [1.73%] | Panera Bread Company [2.84%] Ralcorp Holdings, Inc. (New) [2.54%] MSCI INC [2.25%] Choice Hotels International, In [2.13%] Copart, Inc. [1.93%] Amerigroup Corp [1.85%] LKQ Corporation [1.85%] VCA Antech, Inc. [1.78%] | RALCORP HOLDINGS INC [2.64%] Panera Bread Company [2.54%] CHOICE HOTEL INT NEW [2.38%] MSCI INC [2.26%] UNDER ARMOUR INC [2.16%] GENESEE [2.07%] AECOM TECHNOLOGY COR [1.91%] AMERIGROUP CORP [1.9%] |
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- Fund Mojo Score is 0.75 (A+) and above
- Fund Manager has been with the fund for more than 5 years
- Key performances (1-year, 3-year and 5-year performance) beat its category peers
- 5-year return is positive
- Initial investment requirement is less or equal to $10,000
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| Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data. |
