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Fund Intelligence | Best Managers | IBSSX Insights | IBSSX Score | IBSSX Performance | IBSSX Manager | IBSSX News | IBSSX Allocation | IBSSX Holdings Change
Fund Intelligence | Best Managers | IBSSX Insights | IBSSX Score | IBSSX Performance | IBSSX Manager | IBSSX News | IBSSX Allocation | IBSSX Holdings Change
Mutual Fund Insights: ING Baron Small Cap Growth S Fund (IBSSX)
In-depth Analysis of ING Baron Small Cap Growth S Fund (IBSSX)
6 months 1 year 3 year 5 year |
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Last Trade: $15.92 on 3/19/2010, Change: -0.06 (-0.38%)
Experiment our closing price forecasting tool for ING Baron Small Cap Growth S Fund (IBSSX) (alpha release)
Fund Manager - Ronald Baron
Fund Manager Tenure: 7.9 years [Similar Funds: IBSAX ]Fundmojo Fund Grade: D (Score: 0.49) (What does this score mean?)
What we like about ING Baron Small Cap Growth S Fund (IBSSX)
Data for ING Baron Small Cap Growth S Fund (IBSSX) as of February 28, 2010
- ING Baron Small Cap Growth S Fund (IBSSX) management has been with ING Baron Small Cap Growth S Fund for 7.9 years
- ING Baron Small Cap Growth S Fund (IBSSX) has good mid-term performance (3-year return -6.03% vs -5.64 % Small Growth category average)
- ING Baron Small Cap Growth S Fund (IBSSX) ratio of up-years vs down years is greater than 2
- ING Baron Small Cap Growth S Fund (IBSSX) has an annual stock turnover rate of 30.00% vs Small Growth average of 136.50%. It is good that ING Baron Small Cap Growth S management does not trade extensively for its return.
- ING Baron Small Cap Growth S Fund (IBSSX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.44, lower than category average of 24.99
- ING Baron Small Cap Growth S Fund (IBSSX) has a lower management fee than its Small Growth average: 1.31% vs 1.60%
What we are cautious about ING Baron Small Cap Growth S Fund (IBSSX)
Data for ING Baron Small Cap Growth S Fund (IBSSX) as of February 28, 2010
- ING Baron Small Cap Growth S Fund (IBSSX) has a less-than-ideal short-term performance (1-year return 58.02% vs 60.01 % Small Growth category average)
- ING Baron Small Cap Growth S Fund (IBSSX) has a less-than-ideal Long-term performance (5-year return 0.27% vs 0.80 % Small Growth category average)
- ING Baron Small Cap Growth S Fund (IBSSX) has a Morningstar rating of 3 and below
- ING Baron Small Cap Growth S Fund (IBSSX) is less safe compared to its Small Growth peers
- ING Baron Small Cap Growth S Fund (IBSSX) does not have a good risk adjusted return as its 3-year Alpha of 0.93 is worse than category average of 1.97, and its 3-year Sharpe ratio is -0.22
- Even though ING Baron Small Cap Growth S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
Interested in other top mutual funds in similar Small Growth category?
Below are some additional Small Growth mutual funds generated out of our database
- Brown Capital Mgmt Small Co Instl (BCSIX) [ Compare with ING Baron Small Cap Growth S Fund (IBSSX) ]
- Lord Abbett Developing Growth I (LADYX) [ Compare with ING Baron Small Cap Growth S Fund (IBSSX) ]
- Royce 100 Svc (RYOHX) [ Compare with ING Baron Small Cap Growth S Fund (IBSSX) ]
- See top fund managers for Small Growth Category Funds
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ING Baron Small Cap Growth S Fund (IBSSX) Net Asset
Track net asset change of ING Baron Small Cap Growth S fund (IBSSX)
| Date | Net Asset |
| 02/2010 | $658.95M |
| 01/2010 | $451.58M |
| 11/2009 | $443.49M |
ING Baron Small Cap Growth S Fund (IBSSX) Portfolio Allocation
Track portfolio allocation change of ING Baron Small Cap Growth S fund (IBSSX)
| Date | Cash | Stock | Bond | Other |
| 09/2009 | 12.17% | 87.83% | 0% | 0% |
| 06/2009 | 8.96% | 91.05% | 0% | 0% |
| 03/2009 | 9.22% | 90.78% | 0% | 0% |
Most Recent Top 10 Holdings in ING Baron Small Cap Growth S Fund (IBSSX)
Discover what ING Baron Small Cap Growth S Fund (IBSSX) manager is buying
DEVRY INC [2.78%] MSCI INC [2.58%] LKQ Corporation [2%] COMMUNITY HEALTH [1.98%] METTLER TOLEDO INTL [1.89%] Whole Foods Market, Inc. [1.88%] RALCORP HOLDINGS INC [1.81%] CHOICE HOTEL INT NEW [1.73%] | 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%] |
Related books and products to ING Baron Small Cap Growth S Fund (IBSSX)
Latest News on ING Baron Small Cap Growth S (IBSSX)
See what is happening with ING Baron Small Cap Growth S Fund (IBSSX)
Books and Resources
 
 
See more information on ING Baron Small Cap Growth S Fund (IBSSX)
- ING Baron Small Cap Growth S Fund Insights
- ING Baron Small Cap Growth S Fund Performance Data
- ING Baron Small Cap Growth S Fund News
- ING Baron Small Cap Growth S Fund Score Explaination
- ING Baron Small Cap Growth S Fund Manager Information
- Historic ING Baron Small Cap Growth S Fund Asset Allocation Report
- Historic ING Baron Small Cap Growth S Fund Top 10 Holding Tracking
- Historic ING Baron Small Cap Growth S Fund Asset Under Management Tracking


