Mutual Fund Insights: ING Solution Inc I Fund (ISWIX)

In-depth Analysis of ING Solution Inc I Fund (ISWIX)

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See ING Solution Inc I Fund (ISWIX) performance details as of January 31, 2010

  

Last Trade: $10.69 on 3/19/2010, Change: -0.03 (-0.28%)

  

Fund Manager - William A. Evans

Fund Manager Tenure: 4.9 years   [Similar Funds: ISWAX  ISWSX  ISWTX ]
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 Inc I Fund (ISWIX)

Data for ING Solution Inc I Fund (ISWIX) as of January 31, 2010

• ING Solution Inc I Fund (ISWIX) management has been with ING Solution Inc I Fund for 4.9 years
• ING Solution Inc I Fund (ISWIX) has good mid-term performance (3-year return 0.74% vs 0.35% Retirement Income category average)
• ING Solution Inc I Fund (ISWIX) 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 Inc I Fund (ISWIX)

Data for ING Solution Inc I Fund (ISWIX) as of January 31, 2010

• ING Solution Inc I Fund is a focused fund with 83.52% 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 Inc I Fund (ISWIX) has a less-than-ideal short-term performance (1-year return 21.08% vs 21.65% Retirement Income category average)
• ING Solution Inc I Fund (ISWIX) ratio of up-years vs down years can be improved
• ING Solution Inc I Fund (ISWIX) has a Morningstar rating of 3 and below
• ING Solution Inc I Fund (ISWIX) has an annual stock turnover rate of 84.00% that is higher than the Retirement Income average of 43.70%. This could mean ING Solution Inc I is more nimble, but also signal potential high tax impact and high trading fees
• ING Solution Inc I Fund (ISWIX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.19 that is higher than category average of 9.85
• ING Solution Inc I Fund (ISWIX) has a higher management fee of 0.69% than its Retirement Income average of 0.64%

See ING Solution Inc I Fund (ISWIX) performance details as of January 31, 2010

  

  

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ING Solution Inc I Fund (ISWIX) Net Asset

Track net asset change of ING Solution Inc I fund (ISWIX)

Date	Net Asset
01/2010	$19.87M
11/2009	$18.19M
10/2009	$17.62M

More historic net asset information on ING Solution Inc I Fund (ISWIX)

  

ING Solution Inc I Fund (ISWIX) Portfolio Allocation

Track portfolio allocation change of ING Solution Inc I fund (ISWIX)

Date	Cash	Stock	Bond	Other
09/2009	8.67%	30.44%	59.62%	1.28%
06/2009	11.1%	28.89%	58.46%	1.54%
03/2009	11.53%	29.76%	57.42%	1.29%

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

  

Most Recent Top 10 Holdings in ING Solution Inc I Fund (ISWIX)

Discover what ING Solution Inc I Fund (ISWIX) manager is buying

30-Sep-09 ING PIMCO Total Return Bond I [18.69%] ING Limited Maturity Bond I [16.25%] ING Growth and Income Port I [9.21%] ING Intermediate Bond Port I [8.89%] ING US Bond Index I [8.7%] ING Global Bond I [4.98%] ING BlackRock Inflation Protected Bond I [4.89%] ING T. Rowe Price Equity Income I [4.16%] ING Davis New York Venture I [4.13%] ING Clarion Real Estate I [3.62%]

30-Jun-09 ING PIMCO Total Return Bond I [18.99%] ING Limited Maturity Bond I [17.02%] ING Growth and Income Port I [9%] ING Intermediate Bond Port I [8.98%] ING US Bond Index I [8.93%] ING Clarion Real Estate I [5.04%] ING BlackRock Inflation Protected Bond I [5.03%] ING Global Bond I [4.99%] ING Davis New York Venture I [4.02%] ING PIMCO High Yield I [3.01%]

31-Mar-09 ING Limited Maturity Bond I [15.4%] ING PIMCO Core Bond I [14.51%] ING Lehman Brothers US Aggt Bd Idx I [14.27%] ING Intermediate Bond Port I [10.11%] ING Growth and Income Port I [6.37%] ING UBS U.S. Large Cap Equity I [5.34%] ING BlackRock Inflation Protected Bond I [5%] ING Global Bond I [4.91%] ING Davis New York Venture I [3.78%] ING T. Rowe Price Equity Income I [3.28%]

Click here for Stock Holding Change Map in ING Solution Inc I Fund (ISWIX)

  

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See more information on ING Solution Inc I Fund (ISWIX)

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