Mutual Fund Insights: ING Solution 2045 T Fund (ISRTX)

In-depth Analysis of ING Solution 2045 T Fund (ISRTX)

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See ING Solution 2045 T Fund (ISRTX) performance details as of January 31, 2010

  

Last Trade: $10.24 on 3/19/2010, Change: -0.07 (-0.68%)

  

Fund Manager - William A. Evans

Fund Manager Tenure: 4.9 years   [Similar Funds: ISRAX  ISRIX  ISRSX ]
Fundmojo Fund Grade: E (Score: 0.37)     (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 2045 T Fund (ISRTX)

Data for ING Solution 2045 T Fund (ISRTX) as of January 31, 2010

• ING Solution 2045 T Fund (ISRTX) management has been with ING Solution 2045 T Fund for 4.9 years

  

 What we are cautious about ING Solution 2045 T Fund (ISRTX)

Data for ING Solution 2045 T Fund (ISRTX) as of January 31, 2010

• ING Solution 2045 T Fund is a focused fund with 68.22% 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 2045 T Fund (ISRTX) has a less-than-ideal short-term performance (1-year return 35.35% vs 36.78% Target Date 2041-2045 category average)
• ING Solution 2045 T Fund (ISRTX) has a less-than-ideal mid-term performance (3-year return -8.63% vs -6.89% Target Date 2041-2045 category average)
• ING Solution 2045 T Fund (ISRTX) ratio of up-years vs down years can be improved
• ING Solution 2045 T Fund (ISRTX) has a Morningstar rating of 3 and below
• ING Solution 2045 T Fund (ISRTX) is less safe compared to its Target Date 2041-2045 peers
• ING Solution 2045 T Fund (ISRTX) has an annual stock turnover rate of 57.00% that is higher than the Target Date 2041-2045 average of 32.63%. This could mean ING Solution 2045 T is more nimble, but also signal potential high tax impact and high trading fees
• ING Solution 2045 T Fund (ISRTX) does not have a good risk adjusted return as its 3-year Alpha of -7.45 is worse than category average of -5.82, and its 3-year Sharpe ratio is -0.39
• ING Solution 2045 T Fund (ISRTX) is more volatile than its peers as it has a 3-year Standard Deviation of 21.92 that is higher than category average of 21.04
• ING Solution 2045 T Fund (ISRTX) has a higher management fee of 1.62% than its Target Date 2041-2045 average of 0.57%
• Even though ING Solution 2045 T Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses

See ING Solution 2045 T Fund (ISRTX) performance details as of January 31, 2010

  

  

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ING Solution 2045 T Fund (ISRTX) Net Asset

Track net asset change of ING Solution 2045 T fund (ISRTX)

Date	Net Asset
01/2010	$2.04M
11/2009	$2.08M
10/2009	$1.98M

More historic net asset information on ING Solution 2045 T Fund (ISRTX)

  

ING Solution 2045 T Fund (ISRTX) Portfolio Allocation

Track portfolio allocation change of ING Solution 2045 T fund (ISRTX)

Date	Cash	Stock	Bond	Other
09/2009	4.13%	92.7%	2.28%	0.9%
06/2009	5.27%	90.83%	2.47%	1.43%
03/2009	3.9%	93.41%	1.48%	1.21%

Click here to see more historic asset allocation information on ING Solution 2045 T Fund (ISRTX)

  

Most Recent Top 10 Holdings in ING Solution 2045 T Fund (ISRTX)

Discover what ING Solution 2045 T Fund (ISRTX) manager is buying

30-Sep-09 ING Artio Foreign I [11.12%] ING T. Rowe Price Equity Income I [8.52%] ING BlackRock Large Cap Value I [8.26%] ING Marsico International Opp I [6.11%] ING International Value Port I [5.99%] ING Marsico Growth I [5.95%] ING Growth and Income Port I [5.93%] ING T. Rowe Price Growth Equity I [5.88%] ING Clarion Global Real Estate I [5.34%] ING JPMorgan Emerging Markets Equity I [5.12%]

30-Jun-09 ING Artio Foreign I [10.49%] ING T. Rowe Price Equity Income I [8.54%] ING BlackRock Large Cap Value I [8.52%] ING Growth and Income Port I [6.01%] ING International Value Port I [5.99%] ING T. Rowe Price Growth Equity I [5.99%] ING Marsico Growth I [5.99%] ING Marsico International Opp I [5.97%] ING Clarion Global Real Estate I [5.47%] ING Small Company Port I [5.01%]

31-Mar-09 ING T. Rowe Price Equity Income I [9.3%] ING Julius Baer Foreign I [8.76%] ING BlackRock Large Cap Value I [7.99%] ING Legg Mason Partners Agrsv Gr I [6%] ING Marsico International Opp I [5.93%] ING Marsico Growth I [5.9%] ING International Value Port I [5.89%] ING Growth and Income Port I [5.28%] ING JPMorgan Emerging Markets Equity I [5.09%] ING Small Company Port I [5.09%]

Click here for Stock Holding Change Map in ING Solution 2045 T Fund (ISRTX)

  

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See more information on ING Solution 2045 T Fund (ISRTX)

• ING Solution 2045 T Fund Insights
• ING Solution 2045 T Fund Performance Data
• ING Solution 2045 T Fund News
• ING Solution 2045 T Fund Score Explaination
• ING Solution 2045 T Fund Manager Information
• Historic ING Solution 2045 T Fund Asset Allocation Report
• Historic ING Solution 2045 T Fund Top 10 Holding Tracking
• Historic ING Solution 2045 T Fund Asset Under Management Tracking