Mutual Fund Insights: ING International Capital Appreciation I Fund (ICAIX)

In-depth Analysis of ING International Capital Appreciation I Fund (ICAIX)

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See ING International Capital Appreciation I Fund (ICAIX) performance details as of February 28, 2010

  

Last Trade: $9.67 on 3/19/2010, Change: -0.08 (-0.82%)

  

Fund Manager - Barry A Lockhart

Fund Manager Tenure: 4.2 years   [Similar Funds: ICABX  ICACX ]
Fundmojo Fund Grade: C (Score: 0.58)     (What does this score mean?)

Lockhart started in the investment industry as an investment analyst dealing with U.S. equities. Later Barry A Lockhart joined Canada Life Investment Management as a senior investment analyst with responsibilities in the U.S., Far East, European and Latin American equity markets. In 1997, Barry A Lockhart joined Indago Capital Management as a portfolio manager of foreign equities. Barry A Lockhart holds the Chartered Financial Analyst designation.  Get more insights on Barry A Lockhart

  

 What we like about ING International Capital Appreciation I Fund (ICAIX)

Data for ING International Capital Appreciation I Fund (ICAIX) as of February 28, 2010

• ING International Capital Appreciation I Fund (ICAIX) management has been with ING International Capital Appreciation I Fund for 4.2 years
• ING International Capital Appreciation I Fund (ICAIX) has good short-term performance (1-year return 72.29% vs 57.08 % Foreign Large Growth category average)
• ING International Capital Appreciation I Fund (ICAIX) has an annual stock turnover rate of 75.00% vs Foreign Large Growth average of 94.92%. It is good that ING International Capital Appreciation I management does not trade extensively for its return.
• ING International Capital Appreciation I Fund (ICAIX) has a lower management fee than its Foreign Large Growth average: 1.14% vs 1.53%
• ING International Capital Appreciation I Fund (ICAIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about ING International Capital Appreciation I Fund (ICAIX)

Data for ING International Capital Appreciation I Fund (ICAIX) as of February 28, 2010

• ING International Capital Appreciation I Fund (ICAIX) has a less-than-ideal mid-term performance (3-year return -5.65% vs -6.27 % Foreign Large Growth category average)
• ING International Capital Appreciation I Fund (ICAIX) ratio of up-years vs down years can be improved
• ING International Capital Appreciation I Fund (ICAIX) has a Morningstar rating of 3 and below
• ING International Capital Appreciation I Fund (ICAIX) is more volatile than its peers as it has a 3-year Standard Deviation of 29.78 that is higher than category average of 25.74

See ING International Capital Appreciation I Fund (ICAIX) performance details as of February 28, 2010

  

  

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ING International Capital Appreciation I Fund (ICAIX) Net Asset

Track net asset change of ING International Capital Appreciation I fund (ICAIX)

Date	Net Asset
02/2010	$94.36M
01/2010	$47.45M
11/2009	$61.78M

More historic net asset information on ING International Capital Appreciation I Fund (ICAIX)

  

ING International Capital Appreciation I Fund (ICAIX) Portfolio Allocation

Track portfolio allocation change of ING International Capital Appreciation I fund (ICAIX)

Date	Cash	Stock	Bond	Other
09/2009	0%	100%	0%	0%
06/2009	0.67%	97.92%	0%	1.41%
03/2009	2.76%	97.2%	0%	0.03%

Click here to see more historic asset allocation information on ING International Capital Appreciation I Fund (ICAIX)

  

Most Recent Top 10 Holdings in ING International Capital Appreciation I Fund (ICAIX)

Discover what ING International Capital Appreciation I Fund (ICAIX) manager is buying

30-Sep-09 ANGLOGOLD ASHANTI LT [2.61%] CAMECO CP [2.35%] CITIGROUP FDG [2.16%] Tencent Hldgs Limi [2.09%] VEDANTA RESOURCES PLC [1.98%] PRUDENTIAL FINCL INC [1.96%] Li & Fung Ltd. [1.93%] Millicom International Cellular [1.89%] CREDIT SUISSE GROUP [1.85%] Vestas Wind Systems [1.83%]

30-Jun-09 ANGLOGOLD ASHANTI LT [2.64%] CLEAR CHANNL OUTDOOR [2.49%] Vestas Wind Systems [2.26%] Agile Property Holdings Ltd. [2.05%] TELEFONICA SA [1.8%] Millicom International Cellular [1.79%] Tencent Holdings Ltd. [1.74%] SUNCOR ENERGY INC [1.73%] CARLISLE COS INC [1.72%] PETROLEO BRASILEIRO [1.71%]

31-Mar-09 Autonomy Corporation PLC [2.54%] Iliad [2.23%] Roche Holding AG [2.15%] Cameco Corp. [2.07%] Petroleo Brasileiro S.A. [2.06%] Telefonica, S.A. [2%] Vestas Wind Systems A/S [1.76%] Agile Property Holdings Ltd. [1.71%] Li & Fung Ltd. [1.69%] Esprit Hldgs Ltd [1.66%]

Click here for Stock Holding Change Map in ING International Capital Appreciation I Fund (ICAIX)

  

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See more information on ING International Capital Appreciation I Fund (ICAIX)

• ING International Capital Appreciation I Fund Insights
• ING International Capital Appreciation I Fund Performance Data
• ING International Capital Appreciation I Fund News
• ING International Capital Appreciation I Fund Score Explaination
• ING International Capital Appreciation I Fund Manager Information
• Historic ING International Capital Appreciation I Fund Asset Allocation Report
• Historic ING International Capital Appreciation I Fund Top 10 Holding Tracking
• Historic ING International Capital Appreciation I Fund Asset Under Management Tracking