Mutual Fund Insights: ING Solution 2025 I Fund (ISZIX)

In-depth Analysis of ING Solution 2025 I Fund (ISZIX)

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See ING Solution 2025 I Fund (ISZIX) performance details as of January 31, 2010

  

Last Trade: $10.34 on 3/16/2010, Change: +0.08 (0.78%)

  

Fund Manager - William A. Evans

Fund Manager Tenure: 4.9 years   [Similar Funds: ISZAX  ISZSX  ISZTX ]
Fundmojo Fund Grade: D (Score: 0.4)     (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 2025 I Fund (ISZIX)

Data for ING Solution 2025 I Fund (ISZIX) as of January 31, 2010

• ING Solution 2025 I Fund (ISZIX) management has been with ING Solution 2025 I Fund for 4.9 years
• ING Solution 2025 I Fund (ISZIX) is less volatile than its peers as it has a 3-year Standard Deviation of 18.5, lower than category average of 18.88
• ING Solution 2025 I Fund (ISZIX) 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 2025 I Fund (ISZIX)

Data for ING Solution 2025 I Fund (ISZIX) as of January 31, 2010

• ING Solution 2025 I Fund is a focused fund with 62.33% 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 2025 I Fund (ISZIX) has a less-than-ideal short-term performance (1-year return 31.18% vs 33.34% Target Date 2021-2025 category average)
• ING Solution 2025 I Fund (ISZIX) has a less-than-ideal mid-term performance (3-year return -5.92% vs -5.32% Target Date 2021-2025 category average)
• ING Solution 2025 I Fund (ISZIX) ratio of up-years vs down years can be improved
• ING Solution 2025 I Fund (ISZIX) has a Morningstar rating of 3 and below
• ING Solution 2025 I Fund (ISZIX) is less safe compared to its Target Date 2021-2025 peers
• ING Solution 2025 I Fund (ISZIX) has an annual stock turnover rate of 62.00% that is higher than the Target Date 2021-2025 average of 35.56%. This could mean ING Solution 2025 I is more nimble, but also signal potential high tax impact and high trading fees
• ING Solution 2025 I Fund (ISZIX) does not have a good risk adjusted return as its 3-year Alpha of -5.42 is worse than category average of -4.69, and its 3-year Sharpe ratio is -0.34
• ING Solution 2025 I Fund (ISZIX) has a higher management fee of 0.83% than its Target Date 2021-2025 average of 0.58%

See ING Solution 2025 I Fund (ISZIX) performance details as of January 31, 2010

  

  

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ING Solution 2025 I Fund (ISZIX) Net Asset

Track net asset change of ING Solution 2025 I fund (ISZIX)

Date	Net Asset
01/2010	$102.20M
11/2009	$98.34M
10/2009	$93.22M

More historic net asset information on ING Solution 2025 I Fund (ISZIX)

  

ING Solution 2025 I Fund (ISZIX) Portfolio Allocation

Track portfolio allocation change of ING Solution 2025 I fund (ISZIX)

Date	Cash	Stock	Bond	Other
09/2009	5.21%	75.11%	18.6%	1.08%
06/2009	6.72%	73.51%	18.33%	1.43%
03/2009	5.64%	73.91%	19.28%	1.17%

Click here to see more historic asset allocation information on ING Solution 2025 I Fund (ISZIX)

  

Most Recent Top 10 Holdings in ING Solution 2025 I Fund (ISZIX)

Discover what ING Solution 2025 I Fund (ISZIX) manager is buying

30-Sep-09 ING Artio Foreign I [9.2%] ING Growth and Income Port I [8.99%] ING T. Rowe Price Equity Income I [7.1%] ING BlackRock Large Cap Value I [6.87%] ING Small Company Port I [6.01%] ING Marsico Growth I [5.01%] ING T. Rowe Price Growth Equity I [4.95%] ING Global Bond I [4.87%] ING PIMCO Total Return Bond I [4.8%] ING Davis New York Venture I [4.53%]

30-Jun-09 ING Growth and Income Port I [9.01%] ING Artio Foreign I [7.99%] ING T. Rowe Price Equity Income I [7.03%] ING BlackRock Large Cap Value I [7.02%] ING Small Company Port I [5.51%] ING PIMCO Total Return Bond I [5%] ING Global Bond I [4.99%] ING T. Rowe Price Growth Equity I [4.99%] ING Marsico Growth I [4.99%] ING Davis New York Venture I [4.53%]

31-Mar-09 ING T. Rowe Price Equity Income I [7.35%] ING BlackRock Large Cap Value I [7.1%] ING Growth and Income Port I [6.53%] ING UBS U.S. Large Cap Equity I [6.21%] ING Julius Baer Foreign I [5.93%] ING Davis New York Venture I [5.19%] ING Small Company Port I [5.16%] ING Legg Mason Partners Agrsv Gr I [5.08%] ING Marsico Growth I [4.99%] ING PIMCO Core Bond I [4.73%]

Click here for Stock Holding Change Map in ING Solution 2025 I Fund (ISZIX)

  

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See more information on ING Solution 2025 I Fund (ISZIX)

• ING Solution 2025 I Fund Insights
• ING Solution 2025 I Fund Performance Data
• ING Solution 2025 I Fund News
• ING Solution 2025 I Fund Score Explaination
• ING Solution 2025 I Fund Manager Information
• Historic ING Solution 2025 I Fund Asset Allocation Report
• Historic ING Solution 2025 I Fund Top 10 Holding Tracking
• Historic ING Solution 2025 I Fund Asset Under Management Tracking