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

Mutual Fund Insights: ING Pioneer Mid Cap Value S Fund (IPVSX)

In-depth Analysis of ING Pioneer Mid Cap Value S Fund (IPVSX)

Mutual fund chart: ING Pioneer Mid Cap Value S Fund (IPVSX)

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See ING Pioneer Mid Cap Value S Fund (IPVSX) performance details as of February 28, 2010

  

    Last Trade: $10.01 on 3/19/2010, Change: -0.08 (-0.79%)
Experiment our closing price forecasting tool for ING Pioneer Mid Cap Value S Fund (IPVSX) (alpha release)

  

Fund Manager - J. Rodman Wright

Fund Manager Tenure: 4.9 years   [Similar Funds: IPVIX ]
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)
J. Rodman Wright is a portfolio manager and senior vice president with Pioneer. J. Rodman Wright joined Pioneer in 1994 as an analyst and has been an investment professional since 1988. J. Rodman Wright holds the Chartered Financial Analyst designation.  Get more insights on J. Rodman Wright

  

What we like about ING Pioneer Mid Cap Value S Fund (IPVSX) What we like about ING Pioneer Mid Cap Value S Fund (IPVSX)

Data for ING Pioneer Mid Cap Value S Fund (IPVSX) as of February 28, 2010

  • ING Pioneer Mid Cap Value S Fund (IPVSX) management has been with ING Pioneer Mid Cap Value S Fund for 4.9 years
  • ING Pioneer Mid Cap Value S Fund (IPVSX) has a Morningstar rating of 4 and above
  • ING Pioneer Mid Cap Value S Fund (IPVSX) has an annual stock turnover rate of 91.00% vs Mid-Cap Value average of 102.04%. It is good that ING Pioneer Mid Cap Value S management does not trade extensively for its return.
  • ING Pioneer Mid Cap Value S Fund (IPVSX) is less volatile than its peers as it has a 3-year Standard Deviation of 20.22, lower than category average of 24.37
  • ING Pioneer Mid Cap Value S Fund (IPVSX) has a lower management fee than its Mid-Cap Value average: 0.87% vs 1.37%

  

What we are cautious about ING Pioneer Mid Cap Value S Fund (IPVSX) What we are cautious about ING Pioneer Mid Cap Value S Fund (IPVSX)

Data for ING Pioneer Mid Cap Value S Fund (IPVSX) as of February 28, 2010

  • ING Pioneer Mid Cap Value S Fund (IPVSX) has a less-than-ideal short-term performance (1-year return 48.57% vs 68.94 % Mid-Cap Value category average)
  • ING Pioneer Mid Cap Value S Fund (IPVSX) has a less-than-ideal mid-term performance (3-year return -4.78% vs -5.73 % Mid-Cap Value category average)
  • ING Pioneer Mid Cap Value S Fund (IPVSX) ratio of up-years vs down years can be improved
  • ING Pioneer Mid Cap Value S Fund (IPVSX) is less safe compared to its Mid-Cap Value peers
  • ING Pioneer Mid Cap Value S Fund (IPVSX) does not have a good risk adjusted return as its 3-year Alpha of 0.83 is worse than category average of 1.79, and its 3-year Sharpe ratio is -0.23
  • Even though ING Pioneer Mid Cap Value S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See ING Pioneer Mid Cap Value S Fund (IPVSX) performance details as of February 28, 2010

  

  

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Below are some additional Mid-Cap Value mutual funds generated out of our database

  

ING Pioneer Mid Cap Value S Fund (IPVSX) Net Asset

Track net asset change of ING Pioneer Mid Cap Value S fund (IPVSX)

DateNet Asset
02/2010$819.55M
01/2010$560.68M
11/2009$567.75M
More historic net asset information on ING Pioneer Mid Cap Value S Fund (IPVSX)

  

ING Pioneer Mid Cap Value S Fund (IPVSX) Portfolio Allocation

Track portfolio allocation change of ING Pioneer Mid Cap Value S fund (IPVSX)

DateCashStockBondOther
09/20092.09%97.92%0%0%
06/20092.83%97.17%0%0%
03/20096%94%0%0%
Click here to see more historic asset allocation information on ING Pioneer Mid Cap Value S Fund (IPVSX)

  

Most Recent Top 10 Holdings in ING Pioneer Mid Cap Value S Fund (IPVSX)

Discover what ING Pioneer Mid Cap Value S Fund (IPVSX) manager is buying

30-Sep-09
UNUM GROUP [2.73%]
BALL CP [2.72%]
INTERPUBLIC GROUP [2.63%]
TERADATA CORP [2.55%]
OMNICARE INC [2.39%]
ING Institutional Prime Money Market I [2.09%]
GRAINGER W W INC [2.06%]
RENAISSANCERE LTD [2.03%]
LAZARD LTD. [1.95%]
SEMPRA ENERGY [1.92%]

30-Jun-09
BALL CP [2.94%]
TERADATA CORP [2.92%]
UNUM GROUP [2.84%]
ING Institutional Prime Money Market I [2.83%]
OMNICARE INC [2.78%]
GRAINGER W W INC [2.51%]
SEMPRA ENERGY [2.19%]
NSTAR [2.05%]
INTERPUBLIC GROUP [2.02%]
RENAISSANCERE LTD [1.97%]

31-Mar-09
Ball Corp [3.12%]
Omnicare Inc. [2.95%]
Unum Group [2.8%]
RenaissanceRe Holdings Ltd. [2.54%]
TERADATA CORP [2.53%]
Equifax, Inc. [2.47%]
Grainger (W.W.) Inc. [2.39%]
NSTAR [2.39%]
Sempra Energy [2.27%]
Computer Sciences Corp. [2.25%]
Click here for Stock Holding Change Map in ING Pioneer Mid Cap Value S Fund (IPVSX)

  

Related books and products to ING Pioneer Mid Cap Value S Fund (IPVSX)

  

Latest News on ING Pioneer Mid Cap Value S (IPVSX)

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