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Fund Intelligence | Best Managers | ISOWX Insights | ISOWX Score | ISOWX Performance | ISOWX Manager | ISOWX News | ISOWX Allocation | ISOWX Holdings Change

Mutual Fund Insights: ING Small Cap Opportunities W Fund (ISOWX)

In-depth Analysis of ING Small Cap Opportunities W Fund (ISOWX)

Mutual fund chart: ING Small Cap Opportunities W Fund (ISOWX)

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See ING Small Cap Opportunities W Fund (ISOWX) performance details as of February 28, 2010

  

    Last Trade: $32.54 on 3/19/2010, Change: -0.28 (-0.85%)
Experiment our closing price forecasting tool for ING Small Cap Opportunities W Fund (ISOWX) (alpha release)

  

Fund ManagerFund Manager - James Hasso

Fund Manager Tenure: 1.5 years   [Similar Funds: ISOPX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)
James Hasso has been with ING IM since 2006. Prior to joining ING IM, James Hasso had been a senior research analyst with First Investors Corporation from 2004-2006. Prior to that, Hasso served as a senior research analyst and associate portfolio manager with Valenzuela Capital Partners from 2001-2002.  Get more insights on James Hasso

  

What we like about ING Small Cap Opportunities W Fund (ISOWX) What we like about ING Small Cap Opportunities W Fund (ISOWX)

Data for ING Small Cap Opportunities W Fund (ISOWX) as of February 28, 2010

  • ING Small Cap Opportunities W Fund (ISOWX) is a new fund and has been performing well against its peers for both three-month and 1-year performance
  • ING Small Cap Opportunities W Fund (ISOWX) has good short-term performance (1-year return 63.30% vs 60.01 % Small Growth category average)
  • ING Small Cap Opportunities W Fund (ISOWX) has good Long-term performance (5-year return 3.79% vs 0.80 % Small Growth category average)
  • ING Small Cap Opportunities W Fund (ISOWX) is less volatile than its peers as it has a 3-year Standard Deviation of 23.87, lower than category average of 24.99
  • ING Small Cap Opportunities W Fund (ISOWX) has a lower management fee than its Small Growth average: 1.01% vs 1.60%
  • ING Small Cap Opportunities W Fund (ISOWX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about ING Small Cap Opportunities W Fund (ISOWX) What we are cautious about ING Small Cap Opportunities W Fund (ISOWX)

Data for ING Small Cap Opportunities W Fund (ISOWX) as of February 28, 2010

  • ING Small Cap Opportunities W Fund (ISOWX) management has been with ING Small Cap Opportunities W Fund for only 1.5 years, it is hard to judge manager's ability based on this fund's operation record
  • ING Small Cap Opportunities W Fund (ISOWX) has a less-than-ideal mid-term performance (3-year return -2.28% vs -5.64 % Small Growth category average)
  • ING Small Cap Opportunities W Fund (ISOWX) ratio of up-years vs down years can be improved
  • ING Small Cap Opportunities W Fund (ISOWX) has a Morningstar rating of 3 and below
  • ING Small Cap Opportunities W Fund (ISOWX) has an annual stock turnover rate of 178.00% that is higher than the Small Growth average of 136.50%. This could mean ING Small Cap Opportunities W is more nimble, but also signal potential high tax impact and high trading fees
See ING Small Cap Opportunities W Fund (ISOWX) performance details as of February 28, 2010

  

  

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ING Small Cap Opportunities W Fund (ISOWX) Net Asset

Track net asset change of ING Small Cap Opportunities W fund (ISOWX)

DateNet Asset
02/2010$100.07M
01/2010$570.00K
11/2009$570.00K
More historic net asset information on ING Small Cap Opportunities W Fund (ISOWX)

  

ING Small Cap Opportunities W Fund (ISOWX) Portfolio Allocation

Track portfolio allocation change of ING Small Cap Opportunities W fund (ISOWX)

DateCashStockBondOther
09/20091.89%98.11%0%0%
06/20092.29%97.71%0%0%
03/20093.81%96.19%0%0%
Click here to see more historic asset allocation information on ING Small Cap Opportunities W Fund (ISOWX)

  

Most Recent Top 10 Holdings in ING Small Cap Opportunities W Fund (ISOWX)

Discover what ING Small Cap Opportunities W Fund (ISOWX) manager is buying

30-Sep-09
ING Institutional Prime Money Market I [1.81%]
SOLERA HOLDINGS INC [1.43%]
BALLY TECHNOLOGIES [1.35%]
HAEMONETICS CP [1.21%]
HEALTHSOUTH CP [1.17%]
Polycom, Inc. [1.16%]
The Gymboree Corporation [1.11%]
Omniture, Inc. [1.1%]
STIFEL FINANCIAL CP [1.1%]
Chattem, Inc. [1.1%]

30-Jun-09
ING Institutional Prime Money Market I [2.23%]
OWENS & MINOR HOLDING [1.36%]
SOLERA HOLDINGS INC [1.36%]
BALLY TECHNOLOGIES [1.34%]
HAEMONETICS [1.24%]
Chattem, Inc. [1.23%]
Gymboree Corporation (The) [1.2%]
Comtech Telecommunications Corp [1.18%]
Polycom, Inc. [1.14%]
[1.14%]

31-Mar-09
SOLERA HOLDINGS INC [1.42%]
WASTE CONNECTIONS [1.38%]
AEROPOSTALE INC [1.23%]
iShares Russell 2000 Growth Index [1.18%]
OWENS AND MINOR INC [1.09%]
Alexion Pharmaceuticals, Inc. [1.04%]
CURTISS WRIGHT CP [1.03%]
WATSON WYATT WLD WD [1.01%]
Chattem, Inc. [1.01%]
MARVEL ENTERTAINMENT [1%]
Click here for Stock Holding Change Map in ING Small Cap Opportunities W Fund (ISOWX)

  

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