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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
- Browse other funds in Small Growth Category
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
| 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. |
