ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Ranking and Research

Ranking, Research and Recommendation of ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund

Last Trade: $21.65 on 5/17/2013, Change: +0.22 (1.03%)

 

Fund Manager - Steve Wetter

Fund Manager Information

Fund Manager Tenure: 1.1 years
Similar Funds: IRGAX  IRGVX 
Fund Family: ING Retirement Funds
Fund Category: Mid-Cap Growth
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: N/A (Score: *Manager is New*)     (What does this score mean?)

 

ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) Profile

Fund Profile and Description

ING Russell Mid Cap Growth Idx Port I Fund seeks investment results that correspond to the total return of the Russell Midcap Growth index. The portfolio normally invests at least 80% of net assets (plus borrowings for investment purposes) in equity securities of companies which are, at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds. It may lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of total assets. The portfolio is non-diversified.

 

 What we like about ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund

Data for ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) as of Feb 27, 2013

• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has good short-term performance (1-year return 10.55% vs 9.85% Mid-Cap Growth category median performance)
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has good mid-term performance (3-year return 15.08% vs 13.93% Mid-Cap Growth category median performance)
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has a Morningstar rating of 4 and above
• Asset base in ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has an annual stock turnover rate of 20.00% vs Mid-Cap Growth average of 73.26%. It is good that ING Russell Mid Cap Growth Idx Port I management does not trade extensively for its return.
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.03, lower than category average of 18.24
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) has a lower expense ratio than its Mid-Cap Growth average: 0.50% vs 1.36%
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund

Data for ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) as of Feb 27, 2013

• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) management has been with ING Russell Mid Cap Growth Idx Port I Fund for only 1.1 years, it is hard to judge manager's ability based on this fund's operation record
• ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) ratio of up-years vs down years can be improved

See ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) performance details as of Feb 27, 2013

 

Compare with other top Mid-Cap Growth category mutual funds

Aadditional top Mid-Cap Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
ING Russell Mid Cap Growth Idx Port I	7.19	10.55	15.08	0
Akre Focus Inst (AKRIX)	6.30	14.08	17.94	0	Compare
Baron Growth Instl (BGRIX)	9.30	19.46	17.12	7.74	Compare
Eaton Vance Atlanta Capital SMID-Cap C (ECASX)	9.09	14.93	17.45	11.08	Compare

See top fund managers for Mid-Cap Growth Category Funds

 

Compare with Mid-Cap Growth category ETFs

Some Mid-Cap Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
First Trust Mid Cap Growth Alph (FNY)	8.43%	9.95%	0
iShares Morningstar Mid Growth Index (JKH)	7.27%	9.47%	15.06%
Rydex S&P Midcap 400 Pure Growth (RFG)	5.59%	9.13%	18.21%
PowerShares Dynamic OTC (PWO)	7.82%	6.16%	9.11%
First Trust Value Line 100 ETF (FVL)	8.14%	5.75%	12.04%

 

ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Net Asset

Track net asset change of ING Russell Mid Cap Growth Idx Port I fund (IRGJX)

Date	Net Asset
02/2013	$298.37M
01/2013	$298.15M
12/2012	$277.93M

More historic net asset information on ING Russell Mid Cap Growth Idx Port I Fund (IRGJX)

  

ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Portfolio Allocation

Track portfolio allocation change of ING Russell Mid Cap Growth Idx Port I fund (IRGJX)

Date	Cash	Stock	Bond	Other
12/2012	0.95%	99.05%	0%	0%
09/2012	0%	100%	0%	0%
06/2012	0.01%	99.99%	0%	0%

Click here to see more historic asset allocation information on ING Russell Mid Cap Growth Idx Port I Fund (IRGJX)

 

Top 10 Holdings in ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund

Discover what ING Russell Mid Cap Growth Idx Port I Fund (IRGJX) manager is buying

Dec 30, 2012 S&P Mid 400 Emini Mar13 03/15/2013 [1.09%] Crown Castle International Corp [1.03%] PPG Industries, Inc. Common Sto [1.01%] Alexion Pharmaceuticals, Inc. [0.88%] Intuit Inc. [0.85%] Whole Foods Market, Inc. [0.82%] Liberty Global, Inc. [0.81%] T. Rowe Price Group, Inc. [0.81%] McGraw-Hill Companies, Inc. (Th [0.75%] Lorillard, Inc Common Stock [0.74%]

Sep 29, 2012 Alexion Pharmaceuticals, Inc. [1.08%] Crown Castle International Corp [0.93%] S&P Mid 400 Emini Dec12 12/21/2012 [0.89%] Whole Foods Market, Inc. [0.88%] PPG Industries, Inc. Common Sto [0.86%] Intuit Inc. [0.85%] T. Rowe Price Group, Inc. [0.8%] Liberty Global, Inc. [0.78%] Discovery Communications, Inc. [0.75%] McGraw-Hill Companies, Inc. (Th [0.75%]

Jun 29, 2012 Alexion Pharmaceuticals, Inc. [0.98%] Whole Foods Market, Inc. [0.9%] Intuit Inc. [0.9%] Crown Castle International Corp [0.89%] Lorillard, Inc Common Stock [0.89%] Mead Johnson Nutrition Company [0.85%] PPG Industries, Inc. Common Sto [0.83%] T. Rowe Price Group, Inc. [0.83%] Goodrich Corporation [0.82%] Citrix Systems, Inc. [0.81%]

Click here for Stock Holding Change Map in ING Russell Mid Cap Growth Idx Port I Fund (IRGJX)

  

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Popular pages on ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund

• ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Research and Recommendation
• ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Performance Data
• ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Manager Information
• Historic ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Asset Allocation Report
• Historic ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Top 10 Holding Tracking
• Historic ING Russell Mid Cap Growth Idx Port I (IRGJX) Fund Asset Under Management Tracking