Mutual Fund Insights: ING Global Real Estate W Fund (IRGWX)

In-depth Analysis of ING Global Real Estate W Fund (IRGWX)

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See ING Global Real Estate W Fund (IRGWX) performance details as of January 31, 2010

  

Last Trade: $14.84 on 3/12/2010, Change: +0.07 (0.47%)

  

Fund Manager - Steven D. Burton

Fund Manager Tenure: 8.3 years
Fundmojo Fund Grade: B (Score: 0.65)     (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 Global Real Estate W Fund (IRGWX)

Data for ING Global Real Estate W Fund (IRGWX) as of January 31, 2010

• ING Global Real Estate W Fund (IRGWX) management has been with ING Global Real Estate W Fund for 8.3 years
• ING Global Real Estate W Fund (IRGWX) has good mid-term performance (3-year return -13.35% vs -15.77% Global Real Estate category average)
• ING Global Real Estate W Fund (IRGWX) has good Long-term performance (5-year return 2.93% vs 1.00% Global Real Estate category average)
• ING Global Real Estate W Fund (IRGWX) has a Morningstar rating of 4 and above
• ING Global Real Estate W Fund (IRGWX) has an annual stock turnover rate of 66.00% vs Global Real Estate average of 69.72%. It is good that ING Global Real Estate W management does not trade extensively for its return.
• ING Global Real Estate W Fund (IRGWX) is less volatile than its peers as it has a 3-year Standard Deviation of 29.67, lower than category average of 29.8
• ING Global Real Estate W Fund (IRGWX) has a lower management fee than its Global Real Estate average: 1.01% vs 1.54%
• ING Global Real Estate W Fund (IRGWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about ING Global Real Estate W Fund (IRGWX)

Data for ING Global Real Estate W Fund (IRGWX) as of January 31, 2010

• ING Global Real Estate W Fund is a focused fund with 33.74% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING Global Real Estate W Fund (IRGWX) has a less-than-ideal short-term performance (1-year return 44.64% vs 47.97% Global Real Estate category average)
• ING Global Real Estate W Fund (IRGWX) ratio of up-years vs down years can be improved

See ING Global Real Estate W Fund (IRGWX) performance details as of January 31, 2010

  

  

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ING Global Real Estate W Fund (IRGWX) Net Asset

Track net asset change of ING Global Real Estate W fund (IRGWX)

Date	Net Asset
01/2010	$160.49M
11/2009	$158.50M
10/2009	$151.33M

More historic net asset information on ING Global Real Estate W Fund (IRGWX)

  

ING Global Real Estate W Fund (IRGWX) Portfolio Allocation

Track portfolio allocation change of ING Global Real Estate W fund (IRGWX)

Date	Cash	Stock	Bond	Other
09/2009	2.09%	97.25%	0%	0.66%
06/2009	2.53%	95.37%	0%	2.09%
03/2009	0%	0%	0%	0%

Click here to see more historic asset allocation information on ING Global Real Estate W Fund (IRGWX)

  

Most Recent Top 10 Holdings in ING Global Real Estate W Fund (IRGWX)

Discover what ING Global Real Estate W Fund (IRGWX) manager is buying

30-Sep-09 Sun Hung Kai Properties, Ltd. [4.99%] SIMON PPTY GRP INC [4.81%] WESTERN DIGITAL CP [4.35%] Cheung Kong Holdings, Ltd. [3.84%] Mitsui Fudosan Co., Ltd. [3.28%] UNILEVER PLC AMER [2.93%] VORNADO REALTY TRUST [2.47%] Sumitomo Realty & Development Co., Ltd. [2.43%] Mitsubishi Estate [2.33%] Stockland [2.31%]

30-Jun-09 Sun Hung Kai Properties, Ltd. [5.21%] SIMON PROPERTY GROUP [4.6%] Mitsui Fudosan Co., Ltd. [4.43%] WESTERN DIGITAL [4.05%] Mitsubishi Estate [4.05%] Cheung Kong Holdings, Ltd. [3.98%] Sumitomo Realty & Development Co., Ltd. [3.55%] UNILEVER [2.76%] ING Institutional Prime Money Market I [2.53%] Stockland [2.03%]

31-Mar-09 N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%] N/A [0%]

Click here for Stock Holding Change Map in ING Global Real Estate W Fund (IRGWX)

  

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See more information on ING Global Real Estate W Fund (IRGWX)

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