Mutual Fund Insights: ING Solution 2015 I Fund (ISOIX)

In-depth Analysis of ING Solution 2015 I Fund (ISOIX)

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See ING Solution 2015 I Fund (ISOIX) performance details as of January 31, 2010

  

Last Trade: $10.59 on 3/18/2010, Change: -0.02 (-0.19%)

  

Fund Manager - William A. Evans

Fund Manager Tenure: 4.9 years   [Similar Funds: ISOAX  ISOSX  ISOTX ]
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Vice President, USFS Mutual Funds and Investment Products, has been with ING since 2002. Prior to joining ING, Mr. Evans was a portfolio manager for high net worth and institutional clients for Fleet Investment Advisors from 1997 to 2002.  Get more insights on William A. Evans

  

 What we like about ING Solution 2015 I Fund (ISOIX)

Data for ING Solution 2015 I Fund (ISOIX) as of January 31, 2010

• ING Solution 2015 I Fund (ISOIX) management has been with ING Solution 2015 I Fund for 4.9 years
• ING Solution 2015 I Fund (ISOIX) has good mid-term performance (3-year return -2.96% vs -3.32% Target Date 2011-2015 category average)
• ING Solution 2015 I Fund (ISOIX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.99, lower than category average of 15.14
• ING Solution 2015 I Fund (ISOIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

 What we are cautious about ING Solution 2015 I Fund (ISOIX)

Data for ING Solution 2015 I Fund (ISOIX) as of January 31, 2010

• ING Solution 2015 I Fund is a focused fund with 61.91% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING Solution 2015 I Fund (ISOIX) has a less-than-ideal short-term performance (1-year return 27.31% vs 27.60% Target Date 2011-2015 category average)
• ING Solution 2015 I Fund (ISOIX) ratio of up-years vs down years can be improved
• ING Solution 2015 I Fund (ISOIX) has a Morningstar rating of 3 and below
• ING Solution 2015 I Fund (ISOIX) has an annual stock turnover rate of 59.00% that is higher than the Target Date 2011-2015 average of 37.13%. This could mean ING Solution 2015 I is more nimble, but also signal potential high tax impact and high trading fees
• ING Solution 2015 I Fund (ISOIX) has a higher management fee of 0.77% than its Target Date 2011-2015 average of 0.62%

See ING Solution 2015 I Fund (ISOIX) performance details as of January 31, 2010

  

  

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ING Solution 2015 I Fund (ISOIX) Net Asset

Track net asset change of ING Solution 2015 I fund (ISOIX)

Date	Net Asset
01/2010	$69.91M
11/2009	$62.30M
10/2009	$59.81M

More historic net asset information on ING Solution 2015 I Fund (ISOIX)

  

ING Solution 2015 I Fund (ISOIX) Portfolio Allocation

Track portfolio allocation change of ING Solution 2015 I fund (ISOIX)

Date	Cash	Stock	Bond	Other
09/2009	6.57%	54.91%	37.33%	1.19%
06/2009	8.51%	52.99%	37.04%	1.46%
03/2009	7.22%	54.05%	37.56%	1.17%

Click here to see more historic asset allocation information on ING Solution 2015 I Fund (ISOIX)

  

Most Recent Top 10 Holdings in ING Solution 2015 I Fund (ISOIX)

Discover what ING Solution 2015 I Fund (ISOIX) manager is buying

30-Sep-09 ING PIMCO Total Return Bond I [11.64%] ING Growth and Income Port I [9.59%] ING Intermediate Bond Port I [5.36%] ING US Bond Index I [5.25%] ING Artio Foreign I [5.16%] ING T. Rowe Price Equity Income I [5.12%] ING Davis New York Venture I [5.09%] ING BlackRock Large Cap Value I [4.96%] ING Global Bond I [4.92%] ING BlackRock Inflation Protected Bond I [4.82%]

30-Jun-09 ING PIMCO Total Return Bond I [11.99%] ING Growth and Income Port I [9.5%] ING Intermediate Bond Port I [5.49%] ING US Bond Index I [5.46%] ING BlackRock Inflation Protected Bond I [5.03%] ING Davis New York Venture I [5.03%] ING T. Rowe Price Equity Income I [5.02%] ING Artio Foreign I [4.99%] ING Global Bond I [4.99%] ING BlackRock Large Cap Value I [4.51%]

31-Mar-09 ING PIMCO Core Bond I [9.36%] ING Lehman Brothers US Aggt Bd Idx I [9.21%] ING Growth and Income Port I [7.07%] ING UBS U.S. Large Cap Equity I [6.64%] ING Intermediate Bond Port I [6.11%] ING Davis New York Venture I [5.26%] ING BlackRock Inflation Protected Bond I [4.88%] ING T. Rowe Price Equity Income I [4.79%] ING Global Bond I [4.79%] ING BlackRock Large Cap Value I [4.63%]

Click here for Stock Holding Change Map in ING Solution 2015 I Fund (ISOIX)

  

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See more information on ING Solution 2015 I Fund (ISOIX)

• ING Solution 2015 I Fund Insights
• ING Solution 2015 I Fund Performance Data
• ING Solution 2015 I Fund News
• ING Solution 2015 I Fund Score Explaination
• ING Solution 2015 I Fund Manager Information
• Historic ING Solution 2015 I Fund Asset Allocation Report
• Historic ING Solution 2015 I Fund Top 10 Holding Tracking
• Historic ING Solution 2015 I Fund Asset Under Management Tracking