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Mutual Fund Insights: ING MidCap Opportunities Port S Fund (ISMOX)

In-depth Analysis of ING MidCap Opportunities Port S Fund (ISMOX)

Mutual fund chart: ING MidCap Opportunities Port S Fund (ISMOX)

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See ING MidCap Opportunities Port S Fund (ISMOX) performance details as of January 31, 2010

  

    Last Trade: $9.50 on 3/17/2010, Change: +0.04 (0.42%)
Experiment our closing price forecasting tool for ING MidCap Opportunities Port S Fund (ISMOX) (alpha release)

  

Fund Manager - Jeff Bianchi

Fund Manager Tenure: 4.6 years
Fundmojo Fund Grade: Mojo Master (Score: 0.86)     (What does this score mean?)
Bianchi is a Senior Portfolio Manager on the ING growth team. He is currently the portfolio manager of the ING Mid-Cap Growth strategy and co-portfolio manager of the ING Large-cap Growth strategy. He joined ING Investment Management in 1994 and has 14 years of investment management experience. Before assuming his current responsibilities, he served as a portfolio manager on the large-cap growth team for 7 years.  Get more insights on Jeff Bianchi

  

What we like about ING MidCap Opportunities Port S Fund (ISMOX) What we like about ING MidCap Opportunities Port S Fund (ISMOX)

Data for ING MidCap Opportunities Port S Fund (ISMOX) as of January 31, 2010

  • ING MidCap Opportunities Port S Fund (ISMOX) management has been with ING MidCap Opportunities Port S Fund for 4.6 years
  • ING MidCap Opportunities Port S Fund (ISMOX) has good short-term performance (1-year return 42.12% vs 39.73% Mid-Cap Growth category average)
  • ING MidCap Opportunities Port S Fund (ISMOX) has good mid-term performance (3-year return 0.32% vs -5.54% Mid-Cap Growth category average)
  • ING MidCap Opportunities Port S Fund (ISMOX) has good Long-term performance (5-year return 4.71% vs 1.43% Mid-Cap Growth category average)
  • ING MidCap Opportunities Port S Fund (ISMOX) ratio of up-years vs down years is greater than 2
  • ING MidCap Opportunities Port S Fund (ISMOX) has a Morningstar rating of 4 and above
  • ING MidCap Opportunities Port S Fund (ISMOX) is less volatile than its peers as it has a 3-year Standard Deviation of 21.28, lower than category average of 23.72
  • ING MidCap Opportunities Port S Fund (ISMOX) has a lower management fee than its Mid-Cap Growth average: 0.90% vs 1.46%

  

What we are cautious about ING MidCap Opportunities Port S Fund (ISMOX) What we are cautious about ING MidCap Opportunities Port S Fund (ISMOX)

Data for ING MidCap Opportunities Port S Fund (ISMOX) as of January 31, 2010

  • ING MidCap Opportunities Port S Fund (ISMOX) has an annual stock turnover rate of 191.00% that is higher than the Mid-Cap Growth average of 138.22%. This could mean ING MidCap Opportunities Port S is more nimble, but also signal potential high tax impact and high trading fees
  • Even though ING MidCap Opportunities Port S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses
See ING MidCap Opportunities Port S Fund (ISMOX) performance details as of January 31, 2010

  

  

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ING MidCap Opportunities Port S Fund (ISMOX) Net Asset

Track net asset change of ING MidCap Opportunities Port S fund (ISMOX)

DateNet Asset
01/2010$315.54M
11/2009$319.43M
10/2009$300.13M
More historic net asset information on ING MidCap Opportunities Port S Fund (ISMOX)

  

ING MidCap Opportunities Port S Fund (ISMOX) Portfolio Allocation

Track portfolio allocation change of ING MidCap Opportunities Port S fund (ISMOX)

DateCashStockBondOther
09/20091.14%98.86%0%0%
06/20091.67%98.33%0%0%
03/20090.37%99.63%0%0%
Click here to see more historic asset allocation information on ING MidCap Opportunities Port S Fund (ISMOX)

  

Most Recent Top 10 Holdings in ING MidCap Opportunities Port S Fund (ISMOX)

Discover what ING MidCap Opportunities Port S Fund (ISMOX) manager is buying

30-Sep-09
NetApp, Inc. [2.42%]
Cognizant Technology Solutions [2.35%]
COACH INC [2.12%]
Apollo Group, Inc. [2.1%]
COCA COLA ENTRPR INC [2.04%]
priceline.com Incorporated [1.99%]
AGILENT TECH INC [1.94%]
MICROS Systems, Inc. [1.62%]
AES CORPORATION [1.61%]
MCKESSON CORP [1.61%]

30-Jun-09
AGILENT TECHNOLOGIES [2.23%]
LABORATORY CORP OF AMERICA [1.98%]
J.B. Hunt Transport Services, I [1.92%]
ADVANCE AUTO PARTS [1.7%]
Express Scripts, Inc. [1.67%]
AIRGAS [1.67%]
ING Institutional Prime Money Market I [1.66%]
Apollo Group, Inc. [1.65%]
HEALTHSOUTH CORP [1.64%]
SBA Communications Corporation [1.64%]

31-Mar-09
ST. JUDE MEDICAL [2.81%]
Liberty Media Corporation [2.39%]
iShares Russell Midcap Growth Index [2.26%]
Express Scripts, Inc. [2.23%]
T J X COS INC [2.09%]
Fiserv, Inc. [2.07%]
COACH INC [2%]
BURGER KING HOLDINGS [2%]
MURPHY OIL CP HLDG [1.98%]
Altera Corporation [1.9%]
Click here for Stock Holding Change Map in ING MidCap Opportunities Port S Fund (ISMOX)

  

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