Mutual Fund Insights: ING Solution 2035 S Fund (ISQSX)

In-depth Analysis of ING Solution 2035 S Fund (ISQSX)

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See ING Solution 2035 S Fund (ISQSX) performance details as of February 28, 2010

  

Last Trade: $10.31 on 3/19/2010, Change: -0.07 (-0.67%)

  

Fund Manager - Heather A. Hackett

Fund Manager Tenure: 0.6 years   [Similar Funds: ISQAX  ISQIX  ISQTX  ISESX ]
Fundmojo Fund Grade: N/A (Score: *manager is new*)     (What does this score mean?)

Heather A. Hackett has been with ING IM since 2005 and is primarily responsible for outcome oriented asset allocation products and customized portfolios for clients. Heather A. Hackett joined ING IM in 2005 as a Portfolio Specialist supporting the International Equity and Asset Allocation teams. Most recently, Ms. Heather A. Hackett was an analyst in the Consulting Group of Smith Barney. Earlier in her career, Heather A. Hackett was a registered associate with Schroder & Co.  Get more insights on Heather A. Hackett

  

 What we like about ING Solution 2035 S Fund (ISQSX)

Data for ING Solution 2035 S Fund (ISQSX) as of February 28, 2010

• ING Solution 2035 S Fund (ISQSX) has good mid-term performance (3-year return -5.93% vs -5.11 % Target Date 2031-2035 category average)
• ING Solution 2035 S Fund (ISQSX) has a lower management fee than its Target Date 2031-2035 average: 0.37% vs 0.55%

  

 What we are cautious about ING Solution 2035 S Fund (ISQSX)

Data for ING Solution 2035 S Fund (ISQSX) as of February 28, 2010

• ING Solution 2035 S Fund (ISQSX) management has been with ING Solution 2035 S Fund for only 0.6 years, it is hard to judge manager's ability based on this fund's operation record
• ING Solution 2035 S Fund is a focused fund with 58.96% 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 2035 S Fund (ISQSX) has a less-than-ideal short-term performance (1-year return 50.79% vs 52.17 % Target Date 2031-2035 category average)
• ING Solution 2035 S Fund (ISQSX) ratio of up-years vs down years can be improved
• ING Solution 2035 S Fund (ISQSX) has a Morningstar rating of 3 and below
• ING Solution 2035 S Fund (ISQSX) has an annual stock turnover rate of 62.00% that is higher than the Target Date 2031-2035 average of 25.73%. This could mean ING Solution 2035 S is more nimble, but also signal potential high tax impact and high trading fees
• ING Solution 2035 S Fund (ISQSX) does not have a good risk adjusted return as its 3-year Alpha of -5.77 is worse than category average of -4.92, and its 3-year Sharpe ratio is -0.29
• ING Solution 2035 S Fund (ISQSX) is more volatile than its peers as it has a 3-year Standard Deviation of 20.36 that is higher than category average of 20.22
• Even though ING Solution 2035 S Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See ING Solution 2035 S Fund (ISQSX) performance details as of February 28, 2010

  

  

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ING Solution 2035 S Fund (ISQSX) Net Asset

Track net asset change of ING Solution 2035 S fund (ISQSX)

Date	Net Asset
02/2010	$884.54M
01/2010	$385.32M
11/2009	$395.27M

More historic net asset information on ING Solution 2035 S Fund (ISQSX)

  

ING Solution 2035 S Fund (ISQSX) Portfolio Allocation

Track portfolio allocation change of ING Solution 2035 S fund (ISQSX)

Date	Cash	Stock	Bond	Other
09/2009	4.58%	84.98%	9.5%	0.95%
06/2009	5.57%	83.48%	9.56%	1.4%
03/2009	4.4%	83.01%	11.57%	1.04%

Click here to see more historic asset allocation information on ING Solution 2035 S Fund (ISQSX)

  

Most Recent Top 10 Holdings in ING Solution 2035 S Fund (ISQSX)

Discover what ING Solution 2035 S Fund (ISQSX) manager is buying

30-Sep-09 ING Artio Foreign I [10.14%] ING Growth and Income Port I [8.42%] ING T. Rowe Price Equity Income I [8.05%] ING BlackRock Large Cap Value I [7.79%] ING Marsico Growth I [5.47%] ING T. Rowe Price Growth Equity I [5.4%] ING Evergreen Omega I [4.97%] ING Marsico International Opp I [4.6%] ING International Value Port I [4.51%] ING JPMorgan Emerging Markets Equity I [4.11%]

30-Jun-09 ING Artio Foreign I [9.49%] ING Growth and Income Port I [8.51%] ING T. Rowe Price Equity Income I [8.04%] ING BlackRock Large Cap Value I [8.02%] ING T. Rowe Price Growth Equity I [5.49%] ING Marsico Growth I [5.49%] ING Evergreen Omega I [4.96%] ING Davis New York Venture I [4.02%] ING PIMCO Total Return Bond I [4%] ING International Value Port I [3.99%]

31-Mar-09 ING T. Rowe Price Equity Income I [8.33%] ING BlackRock Large Cap Value I [8.05%] ING Marsico Growth I [5.94%] ING Julius Baer Foreign I [5.88%] ING Growth and Income Port I [5.71%] ING Legg Mason Partners Agrsv Gr I [5.04%] ING T. Rowe Price Growth Equity I [4.99%] ING Marsico International Opp I [4.98%] ING UBS U.S. Large Cap Equity I [4.94%] ING International Value Port I [4.94%]

Click here for Stock Holding Change Map in ING Solution 2035 S Fund (ISQSX)

  

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See more information on ING Solution 2035 S Fund (ISQSX)

• ING Solution 2035 S Fund Insights
• ING Solution 2035 S Fund Performance Data
• ING Solution 2035 S Fund News
• ING Solution 2035 S Fund Score Explaination
• ING Solution 2035 S Fund Manager Information
• Historic ING Solution 2035 S Fund Asset Allocation Report
• Historic ING Solution 2035 S Fund Top 10 Holding Tracking
• Historic ING Solution 2035 S Fund Asset Under Management Tracking