Mutual Fund Insights: ING International Real Estate I Fund (IIRIX)

In-depth Analysis of ING International Real Estate I Fund (IIRIX)

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See ING International Real Estate I Fund (IIRIX) performance details as of February 28, 2010

  

Last Trade: $8.03 on 3/19/2010, Change: -0.09 (-1.11%)

  

Fund Manager - T. Ritson Ferguson

Fund Manager Tenure: 4.1 years   [Similar Funds: IIRAX  IIRBX  IIRCX  IIRWX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

T. Ritson Ferguson is the Managing Director, Chief Investment Officer of ING. He oversees the day-to-day management of Clarion’s portfolios, Clarion’s Investment Committee and is a board member of ING Real Estate. T. Ritson Ferguson joined Messrs. Kenneth Campbell and Jarrett Kling in 1991 in forming the predecessor to ING Clarion Real Estate Securities and has 24 years of investment experience.  Get more insights on T. Ritson Ferguson

  

 What we like about ING International Real Estate I Fund (IIRIX)

Data for ING International Real Estate I Fund (IIRIX) as of February 28, 2010

• ING International Real Estate I Fund (IIRIX) management has been with ING International Real Estate I Fund for 4.1 years
• ING International Real Estate I Fund (IIRIX) has a Morningstar rating of 4 and above
• ING International Real Estate I Fund (IIRIX) has an annual stock turnover rate of 72.00% vs Global Real Estate average of 73.87%. It is good that ING International Real Estate I management does not trade extensively for its return.
• ING International Real Estate I Fund (IIRIX) is less volatile than its peers as it has a 3-year Standard Deviation of 26.76, lower than category average of 29.85
• ING International Real Estate I Fund (IIRIX) has a lower management fee than its Global Real Estate average: 1.23% vs 1.58%
• ING International Real Estate I Fund (IIRIX) 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 Real Estate I Fund (IIRIX)

Data for ING International Real Estate I Fund (IIRIX) as of February 28, 2010

• ING International Real Estate I Fund is a focused fund with 42.35% 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 I Fund (IIRIX) has a less-than-ideal short-term performance (1-year return 67.31% vs 76.83 % Global Real Estate category average)
• ING International Real Estate I Fund (IIRIX) has a less-than-ideal mid-term performance (3-year return -12.28% vs -15.20 % Global Real Estate category average)
• ING International Real Estate I Fund (IIRIX) ratio of up-years vs down years can be improved

See ING International Real Estate I Fund (IIRIX) performance details as of February 28, 2010

  

  

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ING International Real Estate I Fund (IIRIX) Net Asset

Track net asset change of ING International Real Estate I fund (IIRIX)

Date	Net Asset
02/2010	$525.78M
01/2010	$359.73M
11/2009	$390.77M

More historic net asset information on ING International Real Estate I Fund (IIRIX)

  

ING International Real Estate I Fund (IIRIX) Portfolio Allocation

Track portfolio allocation change of ING International Real Estate I fund (IIRIX)

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 I Fund (IIRIX)

  

Most Recent Top 10 Holdings in ING International Real Estate I Fund (IIRIX)

Discover what ING International Real Estate I Fund (IIRIX) 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 I Fund (IIRIX)

  

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See more information on ING International Real Estate I Fund (IIRIX)

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