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

Mutual Fund Insights: ING FMR Diversified Mid Cap S2 Fund (IFDTX)

In-depth Analysis of ING FMR Diversified Mid Cap S2 Fund (IFDTX)

Mutual fund chart: ING FMR Diversified Mid Cap S2 Fund (IFDTX)

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See ING FMR Diversified Mid Cap S2 Fund (IFDTX) performance details as of January 31, 2010

  

    Last Trade: $12.53 on 3/16/2010, Change: +0.11 (0.89%)
Experiment our closing price forecasting tool for ING FMR Diversified Mid Cap S2 Fund (IFDTX) (alpha release)

  

Fund Manager - Tom Allen

Fund Manager Tenure: 6.1 years   [Similar Funds: IFDIX  IFDMX  IFDSX ]
Fundmojo Fund Grade: A (Score: 0.77)     (What does this score mean?)
Allen joined PMA in 2002 from JP Morgan Securities in Hong Kong to support the Long/Short Equity Strategies. At JP Morgan, he focused on selling equity derivatives and other hedge fund products to European and Asian hedge fund clients. Prior to JP Morgan, Allen worked as a research analyst and dealer in London for an Asian focused hedge fund from May 2002 to October 2002.  Get more insights on Tom Allen

  

What we like about ING FMR Diversified Mid Cap S2 Fund (IFDTX) What we like about ING FMR Diversified Mid Cap S2 Fund (IFDTX)

Data for ING FMR Diversified Mid Cap S2 Fund (IFDTX) as of January 31, 2010

  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) management has been with ING FMR Diversified Mid Cap S2 Fund for 6.1 years
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has good short-term performance (1-year return 41.68% vs 39.73% Mid-Cap Growth category average)
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has good mid-term performance (3-year return -2.73% vs -5.54% Mid-Cap Growth category average)
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has good Long-term performance (5-year return 4.32% vs 1.43% Mid-Cap Growth category average)
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) ratio of up-years vs down years is greater than 2
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has a Morningstar rating of 4 and above
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.08, lower than category average of 23.72
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has a lower management fee than its Mid-Cap Growth average: 1.04% vs 1.46%

  

What we are cautious about ING FMR Diversified Mid Cap S2 Fund (IFDTX) What we are cautious about ING FMR Diversified Mid Cap S2 Fund (IFDTX)

Data for ING FMR Diversified Mid Cap S2 Fund (IFDTX) as of January 31, 2010

  • ING FMR Diversified Mid Cap S2 Fund is a focused fund with 33.67% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
  • ING FMR Diversified Mid Cap S2 Fund (IFDTX) has an annual stock turnover rate of 146.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean ING FMR Diversified Mid Cap S2 is more nimble, but also signal potential high tax impact and high trading fees
  • Even though ING FMR Diversified Mid Cap S2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
See ING FMR Diversified Mid Cap S2 Fund (IFDTX) performance details as of January 31, 2010

  

  

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ING FMR Diversified Mid Cap S2 Fund (IFDTX) Net Asset

Track net asset change of ING FMR Diversified Mid Cap S2 fund (IFDTX)

DateNet Asset
01/2010$48.46M
11/2009$47.58M
10/2009$44.66M
More historic net asset information on ING FMR Diversified Mid Cap S2 Fund (IFDTX)

  

ING FMR Diversified Mid Cap S2 Fund (IFDTX) Portfolio Allocation

Track portfolio allocation change of ING FMR Diversified Mid Cap S2 fund (IFDTX)

DateCashStockBondOther
09/20099.75%89.17%0%1.07%
06/20099.75%89.28%0%0.96%
03/20093.33%95.09%0.59%0.99%
Click here to see more historic asset allocation information on ING FMR Diversified Mid Cap S2 Fund (IFDTX)

  

Most Recent Top 10 Holdings in ING FMR Diversified Mid Cap S2 Fund (IFDTX)

Discover what ING FMR Diversified Mid Cap S2 Fund (IFDTX) manager is buying

30-Sep-09
ING Institutional Prime Money Market I [9.7%]
eBay Inc. [3.52%]
Cerner Corporation [3.32%]
Netflix, Inc. [3.3%]
Shanda Interactive Entertainmen [2.76%]
HASBRO INC [2.52%]
WALT DISNEY-DISNEY C [2.39%]
REINSURANCE GROUP [2.18%]
OLD REPUBLIC INTL CP [2.03%]
ADVANCE AUTO PARTS [1.95%]

30-Jun-09
ING Institutional Prime Money Market I [9.75%]
Netflix, Inc. [3.4%]
Cerner Corporation [3.18%]
Shanda Interactive Entertainmen [3.05%]
eBay Inc. [2.93%]
HASBRO INC [2.53%]
WALT DISNEY-DISNEY C [2.34%]
REINSURANCE GROUP [1.96%]
Ross Stores, Inc. [1.96%]
OLD REPUBLIC INTL CP [1.89%]

31-Mar-09
Netflix, Inc. [4.36%]
Hasbro, Inc. [3.23%]
Cerner Corporation [2.58%]
Shanda Interactive Entertainmen [2.4%]
Ross Stores, Inc. [2.38%]
Wal-Mart Stores, Inc. [2.09%]
Reinsurance Group of America, I [2.07%]
Molson Coors Brewing Co. [2.02%]
Verizon Communications Inc [1.92%]
Affiliated Computer Services, I [1.83%]
Click here for Stock Holding Change Map in ING FMR Diversified Mid Cap S2 Fund (IFDTX)

  

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