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Fund Intelligence | Best Managers | IEOHX Insights | IEOHX Score | IEOHX Performance | IEOHX Manager | IEOHX News | IEOHX Allocation | IEOHX Holdings Change

Mutual Fund Insights: ING Evergreen Omega I Fund (IEOHX)

In-depth Analysis of ING Evergreen Omega I Fund (IEOHX)

Mutual fund chart: ING Evergreen Omega I Fund (IEOHX)

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See ING Evergreen Omega I Fund (IEOHX) performance details as of January 31, 2010

  

    Last Trade: $12.04 on 3/18/2010, Change: -0.02 (-0.17%)
Experiment our closing price forecasting tool for ING Evergreen Omega I Fund (IEOHX) (alpha release)

  

Fund Manager - Aziz Hamzaogullari

Fund Manager Tenure: 3.7 years   [Similar Funds: IEOSX  IEOTX ]
Fundmojo Fund Grade: Mojo Master (Score: 0.88)     (What does this score mean?)
Hamzaogullari is a managing director and director of research with the Fundamental Equity Team at EIMC. He has been with Evergreen since 2001 and previously served as a senior equity analyst for Manning & Napier Advisor, Inc. Hamzaogullari holds the Chartered Financial Analyst designation.  Get more insights on Aziz Hamzaogullari

  

What we like about ING Evergreen Omega I Fund (IEOHX) What we like about ING Evergreen Omega I Fund (IEOHX)

Data for ING Evergreen Omega I Fund (IEOHX) as of January 31, 2010

  • ING Evergreen Omega I Fund (IEOHX) management has been with ING Evergreen Omega I Fund for 3.7 years
  • ING Evergreen Omega I Fund (IEOHX) has good short-term performance (1-year return 43.33% vs 35.76% Large Growth category average)
  • ING Evergreen Omega I Fund (IEOHX) has good mid-term performance (3-year return 2.43% vs -5.20% Large Growth category average)
  • ING Evergreen Omega I Fund (IEOHX) has good Long-term performance (5-year return 4.77% vs 0.87% Large Growth category average)
  • ING Evergreen Omega I Fund (IEOHX) has a Morningstar rating of 4 and above
  • ING Evergreen Omega I Fund (IEOHX) has an annual stock turnover rate of 46.00% vs Large Growth average of 109.93%. It is good that ING Evergreen Omega I management does not trade extensively for its return.
  • ING Evergreen Omega I Fund (IEOHX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.22, lower than category average of 21.28
  • ING Evergreen Omega I Fund (IEOHX) has a lower management fee than its Large Growth average: 0.60% vs 1.33%
  • ING Evergreen Omega I Fund (IEOHX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about ING Evergreen Omega I Fund (IEOHX) What we are cautious about ING Evergreen Omega I Fund (IEOHX)

Data for ING Evergreen Omega I Fund (IEOHX) as of January 31, 2010

  • ING Evergreen Omega I Fund is a focused fund with 46.57% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • ING Evergreen Omega I Fund (IEOHX) ratio of up-years vs down years can be improved
See ING Evergreen Omega I Fund (IEOHX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Large Growth category?

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ING Evergreen Omega I Fund (IEOHX) Net Asset

Track net asset change of ING Evergreen Omega I fund (IEOHX)

DateNet Asset
01/2010$266.28M
11/2009$278.33M
10/2009$262.60M
More historic net asset information on ING Evergreen Omega I Fund (IEOHX)

  

ING Evergreen Omega I Fund (IEOHX) Portfolio Allocation

Track portfolio allocation change of ING Evergreen Omega I fund (IEOHX)

DateCashStockBondOther
09/20092.6%97.4%0%0%
06/20098.76%91.24%0%0%
03/20091.12%98.88%0%0%
Click here to see more historic asset allocation information on ING Evergreen Omega I Fund (IEOHX)

  

Most Recent Top 10 Holdings in ING Evergreen Omega I Fund (IEOHX)

Discover what ING Evergreen Omega I Fund (IEOHX) manager is buying

30-Sep-09
Amazon.com, Inc. [5.72%]
Google Inc. [5.17%]
Blue Nile, Inc. [5.17%]
VISA INC. [4.91%]
Altera Corporation [4.5%]
FACTSET RESEARCH SYS [4.48%]
Expeditors International of Was [4.47%]
Biogen Idec Inc [4.41%]
SEI Investments Company [3.99%]
Oracle Corporation [3.75%]

30-Jun-09
ING Institutional Prime Money Market I [8.72%]
Amazon.com, Inc. [5.86%]
VISA INC [4.77%]
Google Inc. [4.75%]
Blue Nile, Inc. [4.39%]
Oracle Corporation [4.19%]
Expeditors International of Was [4.04%]
Altera Corporation [3.89%]
Biogen Idec Inc [3.53%]
FACTSET RESEARCH SYS [3.3%]

31-Mar-09
Amazon.com, Inc. [7.03%]
VISA INC. [5.43%]
Altera Corporation [5.01%]
Google Inc. [4.99%]
Biogen Idec Inc [4.9%]
Oracle Corporation [4.66%]
Blue Nile, Inc. [4.59%]
Expeditors International of Was [4.23%]
FACTSET RESEARCH SYS [4.18%]
QUALCOMM Incorporated [3.69%]
Click here for Stock Holding Change Map in ING Evergreen Omega I Fund (IEOHX)

  

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Latest News on ING Evergreen Omega I (IEOHX)

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