ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Ranking and Research

Ranking, Research and Recommendation of ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

Last Trade: $71.89 on 6/19/2013, Change: -0.82 (-1.13%)

 

Fund Manager - Robert Bartolo

Fund Manager Information

Fund Manager Tenure: 5.7 years
Similar Funds: ITGSX 
Fund Family: ING Retirement Funds
Fund Category: Large Growth
Fund Performance: Feb 27, 2013
Fundmojo Fund Grade: B (Score: 0.69)     (What does this score mean?)
Rob Bartolo is a portfolio manager in the U.S. Equity Division of T. Rowe Price and has been managing assets for the firm since 2005. He is an executive vice president of the U.S. Growth Stock Strategy and chairman of its Investment Advisory Committee. Mr. Bartolo is a vice president of T. Rowe Price Group, Inc. He joined the firm in May 2002 after serving as a summer intern at T. Rowe Price in 2001, analyzing satellite communications companies. Prior to this, Mr. Bartolo was director of finance for MGM Mirage, Inc. He was twice selected as an all-star on Institutional Investor's All-America Research Team in its November 2003 and 2005 article, "The Best of the Buy Side."  Get more insights on Robert Bartolo

 

ING T. Rowe Price Growth Equity Port I Fund (ITGIX) Profile

Fund Profile and Description

ING T. Rowe Price Growth Equity Port I Fund seeks long-term growth of capital, and secondarily, increasing dividend income. ING T. Rowe Price Growth Equity Port I Fund normally invests at least 80% of assets in common stocks. It may also purchase foreign stocks, hybrid securities, futures, and options. ING T. Rowe Price Growth Equity Port I Fund invests in companies that have the ability to pay increasing dividends through strong cash flows and whose rates of earnings growth are considered above average. It may also lend portfolio securities on a short-term or long-term basis, up to 33 1/3% of assets.

 

 What we like about ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

Data for ING T. Rowe Price Growth Equity Port I Fund (ITGIX) as of Feb 27, 2013

• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) management has been with ING T. Rowe Price Growth Equity Port I Fund for 5.7 years
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has good short-term performance (1-year return 9.70% vs 9.48% Large Growth category median performance)
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has good mid-term performance (3-year return 14.10% vs 11.92% Large Growth category median performance)
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has good Long-term performance (5-year return 5.99% vs 4.11% Large Growth category median performance)
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) ratio of up-years vs down years is greater than 2
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has a Morningstar rating of 4 and above
• Asset base in ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has an annual stock turnover rate of 38.00% vs Large Growth average of 60.49%. It is good that ING T. Rowe Price Growth Equity Port I management does not trade extensively for its return.
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) has a lower expense ratio than its Large Growth average: 0.73% vs 1.26%
• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

 What we are cautious about ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

Data for ING T. Rowe Price Growth Equity Port I Fund (ITGIX) as of Feb 27, 2013

• ING T. Rowe Price Growth Equity Port I Fund (ITGIX) is more volatile than its peers as it has a 3-year Standard Deviation of 17.58 that is higher than category average of 17.05

See ING T. Rowe Price Growth Equity Port I Fund (ITGIX) performance details as of Feb 27, 2013

 

Compare with other top Large Growth category mutual funds

Aadditional top Large Growth mutual funds for your consideration

Fund	Year to Date	1 Year	3 year	5 year
ING T. Rowe Price Growth Equity Port I	4.87	9.70	14.10	5.99
American Funds AMCAP R6 (RAFGX)	6.34	11.82	12.56	6.25	Compare
AllianceBern Core Opportunities Adv (ADGYX)	7.23	13.17	14.40	4.44	Compare
Fidelity Growth Company F (FGRFX)	4.43	6.92	15.34	7.34	Compare

See top fund managers for Large Growth Category Funds

 

Compare with Large Growth category ETFs

Some Large Growth ETFs for your consideration

ETF	Year to Date	One Year	Three Year
iShares Russell 3000 Growth Index (IWZ)	5.56%	9.48%	13.60%
Schwab U.S. Large-Cap Growth ETF (SCHG)	5.42%	9.47%	12.87%
Vanguard Russell 1000 Growth Index ETF (VONG)	5.35%	9.43%	0
iShares Russell 1000 Growth Index (IWF)	5.36%	9.32%	13.56%
Guggenheim Ocean Tomo Growth Index (OTR)	13.45%	8.86%	30.11%

 

ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Net Asset

Track net asset change of ING T. Rowe Price Growth Equity Port I fund (ITGIX)

Date	Net Asset
02/2013	$1.19B
01/2013	$1.18B
12/2012	$1.16B

More historic net asset information on ING T. Rowe Price Growth Equity Port I Fund (ITGIX)

  

ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Portfolio Allocation

Track portfolio allocation change of ING T. Rowe Price Growth Equity Port I fund (ITGIX)

Date	Cash	Stock	Bond	Other
12/2012	1.15%	98.58%	0%	0.27%
09/2012	3.03%	96.1%	0%	0.87%
06/2012	3.61%	95.28%	0%	1.11%

Click here to see more historic asset allocation information on ING T. Rowe Price Growth Equity Port I Fund (ITGIX)

 

Top 10 Holdings in ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

Discover what ING T. Rowe Price Growth Equity Port I Fund (ITGIX) manager is buying

Dec 30, 2012 Apple Inc. [9.51%] Google Inc. [4.94%] Amazon.com, Inc. [4.39%] Mastercard Incorporated Common [3.06%] Crown Castle International Corp [3.01%] QUALCOMM Incorporated [2.57%] Danaher Corporation Common Stoc [2.4%] eBay Inc. [2.38%] priceline.com Incorporated [2.37%] American Tower Corporation (REI [2.28%]

Sep 30, 2012 Apple Inc. [12.19%] Google Inc. [5.25%] Amazon.com, Inc. [4.05%] Mastercard Incorporated Common [2.8%] Crown Castle International Corp [2.63%] QUALCOMM Incorporated [2.58%] priceline.com Incorporated [2.52%] Danaher Corporation Common Stoc [2.38%] American Tower Corporation (REI [2.1%] Visa Inc. [1.87%]

Jun 30, 2012 Apple Inc. [11.49%] Google Inc. [3.77%] Amazon.com, Inc. [3.54%] priceline.com Incorporated [3.07%] Mastercard Incorporated Common [2.88%] Danaher Corporation Common Stoc [2.75%] Crown Castle International Corp [2.64%] QUALCOMM Incorporated [2.45%] American Tower Corporation (REI [2.22%] Praxair, Inc. Common Stock [2.06%]

Click here for Stock Holding Change Map in ING T. Rowe Price Growth Equity Port I Fund (ITGIX)

  

Latest News on ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

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Popular pages on ING T. Rowe Price Growth Equity Port I (ITGIX) Fund

• ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Research and Recommendation
• ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Performance Data
• ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Manager Information
• Historic ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Asset Allocation Report
• Historic ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Top 10 Holding Tracking
• Historic ING T. Rowe Price Growth Equity Port I (ITGIX) Fund Asset Under Management Tracking