Mutual Fund Insights: ING Clarion Global Real Estate S2 Fund (IRGSX)

In-depth Analysis of ING Clarion Global Real Estate S2 Fund (IRGSX)

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See ING Clarion Global Real Estate S2 Fund (IRGSX) performance details as of February 28, 2010

  

Last Trade: $9.40 on 3/19/2010, Change: -0.10 (-1.05%)

  

Fund Manager - Steven D. Burton

Fund Manager Tenure: 3.1 years   [Similar Funds: IRGIX  IRGTX ]
Fundmojo Fund Grade: B (Score: 0.63)     (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 Clarion Global Real Estate S2 Fund (IRGSX)

Data for ING Clarion Global Real Estate S2 Fund (IRGSX) as of February 28, 2010

• ING Clarion Global Real Estate S2 Fund (IRGSX) management has been with ING Clarion Global Real Estate S2 Fund for 3.1 years
• ING Clarion Global Real Estate S2 Fund (IRGSX) has a Morningstar rating of 4 and above
• ING Clarion Global Real Estate S2 Fund (IRGSX) has an annual stock turnover rate of 53.00% vs Global Real Estate average of 73.87%. It is good that ING Clarion Global Real Estate S2 management does not trade extensively for its return.
• ING Clarion Global Real Estate S2 Fund (IRGSX) is less volatile than its peers as it has a 3-year Standard Deviation of 29.52, lower than category average of 29.85
• ING Clarion Global Real Estate S2 Fund (IRGSX) has a lower management fee than its Global Real Estate average: 1.30% vs 1.58%

  

 What we are cautious about ING Clarion Global Real Estate S2 Fund (IRGSX)

Data for ING Clarion Global Real Estate S2 Fund (IRGSX) as of February 28, 2010

• ING Clarion Global Real Estate S2 Fund is a focused fund with 32.78% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING Clarion Global Real Estate S2 Fund (IRGSX) has a less-than-ideal short-term performance (1-year return 76.62% vs 76.83 % Global Real Estate category average)
• ING Clarion Global Real Estate S2 Fund (IRGSX) has a less-than-ideal mid-term performance (3-year return -12.91% vs -15.20 % Global Real Estate category average)
• ING Clarion Global Real Estate S2 Fund (IRGSX) ratio of up-years vs down years can be improved
• Even though ING Clarion Global Real Estate S2 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses

See ING Clarion Global Real Estate S2 Fund (IRGSX) performance details as of February 28, 2010

  

  

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ING Clarion Global Real Estate S2 Fund (IRGSX) Net Asset

Track net asset change of ING Clarion Global Real Estate S2 fund (IRGSX)

Date	Net Asset
02/2010	$359.78M
01/2010	$2.09M
11/2009	$2.22M

More historic net asset information on ING Clarion Global Real Estate S2 Fund (IRGSX)

  

ING Clarion Global Real Estate S2 Fund (IRGSX) Portfolio Allocation

Track portfolio allocation change of ING Clarion Global Real Estate S2 fund (IRGSX)

Date	Cash	Stock	Bond	Other
09/2009	1.73%	97.74%	0%	0.52%
06/2009	0%	98.03%	0%	1.98%
03/2009	1.92%	94.86%	0%	3.22%

Click here to see more historic asset allocation information on ING Clarion Global Real Estate S2 Fund (IRGSX)

  

Most Recent Top 10 Holdings in ING Clarion Global Real Estate S2 Fund (IRGSX)

Discover what ING Clarion Global Real Estate S2 Fund (IRGSX) manager is buying

30-Sep-09 SIMON PPTY GRP INC [4.88%] Sun Hung Kai Properties, Ltd. [4.68%] WESTERN DIGITAL CP [4.28%] Cheung Kong Holdings, Ltd. [3.85%] Mitsui Fudosan Co., Ltd. [3.3%] UNILEVER PLC AMER [2.88%] VORNADO REALTY TRUST [2.44%] Sumitomo Realty & Development Co., Ltd. [2.44%] Mitsubishi Estate [2.34%] Stockland [2.24%]

30-Jun-09 Sun Hung Kai Properties, Ltd. [4.92%] SIMON PPTY GRP INC [4.79%] Mitsui Fudosan Co., Ltd. [4.28%] Mitsubishi Estate [4.06%] WESTERN DIGITAL CP [4%] Cheung Kong Holdings, Ltd. [3.89%] Sumitomo Realty & Development Co., Ltd. [3.53%] UNILEVER PLC AMER [2.87%] VORNADO REALTY TRUST [2.12%] Stockland [2.09%]

31-Mar-09 Westfield Group [5.08%] Unibail-rodamco [4.85%] Mitsubishi Estate [4.83%] Sun Hung Kai Properties, Ltd. [4.42%] Simon Property Group, Inc. (New [3.74%] Mitsui Fudosan Co., Ltd. [3.64%] Cheung Kong Holdings, Ltd. [2.69%] Nippon Building Fund [2.01%] Federal Realty Investment Trust [2.01%] Japan Real Estate Investment [2%]

Click here for Stock Holding Change Map in ING Clarion Global Real Estate S2 Fund (IRGSX)

  

Related books and products to ING Clarion Global Real Estate S2 Fund (IRGSX)

  

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See more information on ING Clarion Global Real Estate S2 Fund (IRGSX)

• ING Clarion Global Real Estate S2 Fund Insights
• ING Clarion Global Real Estate S2 Fund Performance Data
• ING Clarion Global Real Estate S2 Fund News
• ING Clarion Global Real Estate S2 Fund Score Explaination
• ING Clarion Global Real Estate S2 Fund Manager Information
• Historic ING Clarion Global Real Estate S2 Fund Asset Allocation Report
• Historic ING Clarion Global Real Estate S2 Fund Top 10 Holding Tracking
• Historic ING Clarion Global Real Estate S2 Fund Asset Under Management Tracking