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Fund Intelligence | Best Managers | IVCSX Insights | IVCSX Score | IVCSX Performance | IVCSX Manager | IVCSX News | IVCSX Allocation | IVCSX Holdings Change

Mutual Fund Insights: ING Small Company Port I Fund (IVCSX)

In-depth Analysis of ING Small Company Port I Fund (IVCSX)

Mutual fund chart: ING Small Company Port I Fund (IVCSX)

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See ING Small Company Port I Fund (IVCSX) performance details as of January 31, 2010

  

    Last Trade: $16.07 on 3/19/2010, Change: -0.13 (-0.8%)
Experiment our closing price forecasting tool for ING Small Company Port I Fund (IVCSX) (alpha release)

  

Fund Manager - Steve Salopek

Fund Manager Tenure: 4.6 years   [Similar Funds: IVPSX ]
Fundmojo Fund Grade: A (Score: 0.76)     (What does this score mean?)
Salopek is a portfolio manager with ING Investment Management, his employer since June 2005. Prior to joining the firm, he was a portfolio manager with Banc One Investment Advisors from 1999 to 2004. Previously, Salopek was vice president and portfolio manager for Stein Roe & Farnham from 1996 to 1999, as well as an analyst with Banc One Investment Advisors from 1990 to 1996.  Get more insights on Steve Salopek

  

What we like about ING Small Company Port I Fund (IVCSX) What we like about ING Small Company Port I Fund (IVCSX)

Data for ING Small Company Port I Fund (IVCSX) as of January 31, 2010

  • ING Small Company Port I Fund (IVCSX) management has been with ING Small Company Port I Fund for 4.6 years
  • ING Small Company Port I Fund (IVCSX) has good mid-term performance (3-year return -3.88% vs -7.80% Small Blend category average)
  • ING Small Company Port I Fund (IVCSX) has good Long-term performance (5-year return 3.84% vs 0.36% Small Blend category average)
  • ING Small Company Port I Fund (IVCSX) ratio of up-years vs down years is greater than 2
  • ING Small Company Port I Fund (IVCSX) is less volatile than its peers as it has a 3-year Standard Deviation of 22.86, lower than category average of 25.24
  • ING Small Company Port I Fund (IVCSX) has a lower management fee than its Small Blend average: 0.86% vs 1.53%
  • ING Small Company Port I Fund (IVCSX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about ING Small Company Port I Fund (IVCSX) What we are cautious about ING Small Company Port I Fund (IVCSX)

Data for ING Small Company Port I Fund (IVCSX) as of January 31, 2010

  • ING Small Company Port I Fund (IVCSX) has a less-than-ideal short-term performance (1-year return 38.05% vs 41.29% Small Blend category average)
  • ING Small Company Port I Fund (IVCSX) has a Morningstar rating of 3 and below
  • ING Small Company Port I Fund (IVCSX) has an annual stock turnover rate of 145.00% that is higher than the Small Blend average of 96.31%. This could mean ING Small Company Port I is more nimble, but also signal potential high tax impact and high trading fees
See ING Small Company Port I Fund (IVCSX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Small Blend category?

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ING Small Company Port I Fund (IVCSX) Net Asset

Track net asset change of ING Small Company Port I fund (IVCSX)

DateNet Asset
01/2010$424.78M
11/2009$404.21M
10/2009$392.99M
More historic net asset information on ING Small Company Port I Fund (IVCSX)

  

ING Small Company Port I Fund (IVCSX) Portfolio Allocation

Track portfolio allocation change of ING Small Company Port I fund (IVCSX)

DateCashStockBondOther
09/20092.9%97.1%0%0%
06/20090.53%99.47%0%0%
03/20093.65%96.35%0%0%
Click here to see more historic asset allocation information on ING Small Company Port I Fund (IVCSX)

  

Most Recent Top 10 Holdings in ING Small Company Port I Fund (IVCSX)

Discover what ING Small Company Port I Fund (IVCSX) manager is buying

30-Sep-09
iShares Russell 2000 Index [4.91%]
ING Institutional Prime Money Market I [2.9%]
SOLERA HOLDINGS INC [1.19%]
FirstMerit Corporation [1.15%]
CLECO CP(HLDG CO) [1.14%]
Polycom, Inc. [1.13%]
BALLY TECHNOLOGIES [1.08%]
PLATINUM UNDERWRITRS [1.04%]
PROASSURANCE CORP [0.98%]
C A C I INTL CL A [0.98%]

30-Jun-09
CLECO [1.29%]
PORTLAND GENERAL ELECTRIC [1.21%]
BALLY TECHNOLOGIES [1.17%]
iShares Russell 2000 Value Index [1.15%]
Chattem, Inc. [1.15%]
SOLERA HOLDINGS INC [1.14%]
Polycom, Inc. [1.12%]
Silgan Holdings, Inc. [1.1%]
CACI INTERNATIONAL INC [1.09%]
CARTERS INC [1.06%]

31-Mar-09
iShares Russell 2000 Index [1.76%]
SOLERA HOLDINGS INC [1.21%]
PORTLAND GEN ELEC [1.16%]
Silgan Holdings, Inc. [1.15%]
WASTE CONNECTIONS [1.11%]
iShares Russell 2000 Value Index [1.1%]
C A C I INTL CL A [1.04%]
CLECO CP(HLDG CO) [1.04%]
Jack In The Box Inc. [0.99%]
REGAL BELOITE CP [0.99%]
Click here for Stock Holding Change Map in ING Small Company Port I Fund (IVCSX)

  

Related books and products to ING Small Company Port I Fund (IVCSX)

  

Latest News on ING Small Company Port I (IVCSX)

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