Mutual Fund Insights: ING International Real Estate B Fund (IIRBX)

In-depth Analysis of ING International Real Estate B Fund (IIRBX)

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See ING International Real Estate B Fund (IIRBX) performance details as of January 31, 2010

  

Last Trade: $7.97 on 3/19/2010, Change: -0.10 (-1.24%)

  

Fund Manager - Steven D. Burton

Fund Manager Tenure: 4.1 years   [Similar Funds: IIRAX  IIRCX  IIRIX  IIRWX ]
Fundmojo Fund Grade: A (Score: 0.7)     (What does this score mean?)

Burton is a managing director, global strategy portfolio manager of ING. He is the lead manager responsible for global and international real estate strategies including oversight of ING Clarion?s European real estate securities research team. He joined ING Clarion Real Estate Securities in 1995 and has 24 years of investment experience.  Get more insights on Steven D. Burton

  

 What we like about ING International Real Estate B Fund (IIRBX)

Data for ING International Real Estate B Fund (IIRBX) as of January 31, 2010

• ING International Real Estate B Fund (IIRBX) management has been with ING International Real Estate B Fund for 4.1 years
• ING International Real Estate B Fund (IIRBX) has good mid-term performance (3-year return -12.98% vs -15.77% Global Real Estate category average)
• ING International Real Estate B Fund (IIRBX) has a Morningstar rating of 4 and above
• ING International Real Estate B Fund (IIRBX) is less volatile than its peers as it has a 3-year Standard Deviation of 26.73, lower than category average of 29.8

  

 What we are cautious about ING International Real Estate B Fund (IIRBX)

Data for ING International Real Estate B Fund (IIRBX) as of January 31, 2010

• ING International Real Estate B Fund is a focused fund with 44.31% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING International Real Estate B Fund (IIRBX) has a less-than-ideal short-term performance (1-year return 41.36% vs 47.97% Global Real Estate category average)
• ING International Real Estate B Fund (IIRBX) ratio of up-years vs down years can be improved
• ING International Real Estate B Fund (IIRBX) has an annual stock turnover rate of 72.00% that is higher than the Global Real Estate average of 69.72%. This could mean ING International Real Estate B is more nimble, but also signal potential high tax impact and high trading fees
• ING International Real Estate B Fund (IIRBX) has a higher management fee of 2.25% than its Global Real Estate average of 1.54%
• ING International Real Estate B Fund (IIRBX) carries a 5% load

See ING International Real Estate B Fund (IIRBX) performance details as of January 31, 2010

  

  

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ING International Real Estate B Fund (IIRBX) Net Asset

Track net asset change of ING International Real Estate B fund (IIRBX)

Date	Net Asset
01/2010	$3.46M
11/2009	$3.82M
10/2009	$3.87M

More historic net asset information on ING International Real Estate B Fund (IIRBX)

  

ING International Real Estate B Fund (IIRBX) Portfolio Allocation

Track portfolio allocation change of ING International Real Estate B fund (IIRBX)

Date	Cash	Stock	Bond	Other
09/2009	1.46%	97.43%	0%	1.11%
06/2009	1.18%	96.06%	0%	2.76%
03/2009	5.01%	89.68%	0%	5.32%

Click here to see more historic asset allocation information on ING International Real Estate B Fund (IIRBX)

  

Most Recent Top 10 Holdings in ING International Real Estate B Fund (IIRBX)

Discover what ING International Real Estate B Fund (IIRBX) manager is buying

30-Sep-09 Sun Hung Kai Properties, Ltd. [7.19%] WESTERN DIGITAL CP [6.48%] Cheung Kong Holdings, Ltd. [5.74%] Mitsui Fudosan Co., Ltd. [4.7%] UNILEVER PLC AMER [4.36%] Mitsubishi Estate [4.16%] Sumitomo Realty & Development Co., Ltd. [3.52%] Stockland [3.18%] LAND SECURITIES GROUP PLC [2.75%] CapitaLand Limited [2.23%]

30-Jun-09 Sun Hung Kai Properties, Ltd. [7.33%] Mitsubishi Estate [6.45%] Mitsui Fudosan Co., Ltd. [6.27%] Cheung Kong Holdings, Ltd. [6.15%] WESTERN DIGITAL CP [6.08%] Sumitomo Realty & Development Co., Ltd. [4.78%] UNILEVER PLC AMER [4.14%] Stockland [2.57%] CapitaLand Ltd [2.43%] LAND SECURITIES GROUP PLC [2.42%]

31-Mar-09 Unibail-rodamco [7.63%] Westfield Group [7.05%] Mitsubishi Estate [6.67%] Sun Hung Kai Properties, Ltd. [6.14%] Mitsui Fudosan Co., Ltd. [4.81%] Cheung Kong Holdings, Ltd. [4.49%] Nippon Building Fund [2.72%] The Link Real Estate Inv Tr [2.64%] Land Securities Group PLC [2.61%] Japan Real Estate Investment [2.41%]

Click here for Stock Holding Change Map in ING International Real Estate B Fund (IIRBX)

  

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See more information on ING International Real Estate B Fund (IIRBX)

• ING International Real Estate B Fund Insights
• ING International Real Estate B Fund Performance Data
• ING International Real Estate B Fund News
• ING International Real Estate B Fund Score Explaination
• ING International Real Estate B Fund Manager Information
• Historic ING International Real Estate B Fund Asset Allocation Report
• Historic ING International Real Estate B Fund Top 10 Holding Tracking
• Historic ING International Real Estate B Fund Asset Under Management Tracking