Mutual Fund Insights: ING Real Estate A Fund (CLARX)

In-depth Analysis of ING Real Estate A Fund (CLARX)

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See ING Real Estate A Fund (CLARX) performance details as of January 31, 2010

  

Last Trade: $11.77 on 3/19/2010, Change: -0.12 (-1.01%)

  

Fund Manager - T. Ritson Ferguson

Fund Manager Tenure: 13.2 years
Fundmojo Fund Grade: B (Score: 0.61)     (What does this score mean?)

Ferguson is the Managing Director, Chief Investment Officer of ING. He oversees the day-to-day management of Clarion?s portfolios, Clarion?s Investment Committee and is a board member of ING Real Estate. He joined Messrs. Kenneth Campbell and Jarrett Kling in 1991 in forming the predecessor to ING Clarion Real Estate Securities and has 24 years of investment experience.  Get more insights on T. Ritson Ferguson

  

 What we like about ING Real Estate A Fund (CLARX)

Data for ING Real Estate A Fund (CLARX) as of January 31, 2010

• ING Real Estate A Fund (CLARX) management has been with ING Real Estate A Fund for 13.2 years
• ING Real Estate A Fund (CLARX) has good mid-term performance (3-year return -15.51% vs -17.09% Real Estate category average)
• ING Real Estate A Fund (CLARX) has good Long-term performance (5-year return 2.03% vs -0.30% Real Estate category average)
• ING Real Estate A Fund (CLARX) has an annual stock turnover rate of 105.00% vs Real Estate average of 119.83%. It is good that ING Real Estate A management does not trade extensively for its return.
• ING Real Estate A Fund (CLARX) has a lower management fee than its Real Estate average: 1.35% vs 1.47%

  

 What we are cautious about ING Real Estate A Fund (CLARX)

Data for ING Real Estate A Fund (CLARX) as of January 31, 2010

• ING Real Estate A Fund is a focused fund with 46.49% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• ING Real Estate A Fund (CLARX) has a less-than-ideal short-term performance (1-year return 47.13% vs 47.97% Real Estate category average)
• ING Real Estate A Fund (CLARX) ratio of up-years vs down years can be improved
• ING Real Estate A Fund (CLARX) has a Morningstar rating of 3 and below
• ING Real Estate A Fund (CLARX) is more volatile than its peers as it has a 3-year Standard Deviation of 38.8 that is higher than category average of 38.72
• ING Real Estate A Fund (CLARX) carries a 5.75% load

See ING Real Estate A Fund (CLARX) performance details as of January 31, 2010

  

  

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ING Real Estate A Fund (CLARX) Net Asset

Track net asset change of ING Real Estate A fund (CLARX)

Date	Net Asset
01/2010	$79.75M
11/2009	$81.03M
10/2009	$76.19M

More historic net asset information on ING Real Estate A Fund (CLARX)

  

ING Real Estate A Fund (CLARX) Portfolio Allocation

Track portfolio allocation change of ING Real Estate A fund (CLARX)

Date	Cash	Stock	Bond	Other
09/2009	1.6%	98.4%	0%	0%
06/2009	2.41%	97.59%	0%	0%
03/2009	2.33%	97.67%	0%	0%

Click here to see more historic asset allocation information on ING Real Estate A Fund (CLARX)

  

Most Recent Top 10 Holdings in ING Real Estate A Fund (CLARX)

Discover what ING Real Estate A Fund (CLARX) manager is buying

30-Sep-09 SIMON PPTY GRP INC [11.15%] VORNADO REALTY TRUST [6.5%] VENTAS INC [4.14%] HOST HOTELS & RESORT [3.73%] PUBLIC STG [3.65%] PROLOGIS SBI [3.65%] BOSTON PPTYS INC [3.64%] HCP, INC. [3.56%] AVALONBAY CMTYS [3.34%] LIBERTY PROPERTIES [3.13%]

30-Jun-09 SIMON PPTY GRP INC [10.24%] VORNADO REALTY TRUST [5.86%] HCP, INC. [4.76%] PUBLIC STG [4.76%] VENTAS INC [3.93%] HOST HOTELS & RESORT [3.86%] AVALONBAY CMTYS [3.78%] BOSTON PPTYS INC [3.62%] FEDERAL RLTY INV TR [3.47%] NATIONWIDE HLTH PROP [3.18%]

31-Mar-09 Simon Property Group, Inc. (New [9.32%] Public Storage [7.12%] Vornado Realty Trust [5.04%] AvalonBay Communities, Inc. [4.48%] HCP, Inc. [4.38%] Federal Realty Investment Trust [3.96%] Boston Properties, Inc. [3.94%] Equity Residential [3.82%] Nationwide Health Properties, I [3.81%] Health Care REIT Inc. [3.76%]

Click here for Stock Holding Change Map in ING Real Estate A Fund (CLARX)

  

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See more information on ING Real Estate A Fund (CLARX)

• ING Real Estate A Fund Insights
• ING Real Estate A Fund Performance Data
• ING Real Estate A Fund News
• ING Real Estate A Fund Score Explaination
• ING Real Estate A Fund Manager Information
• Historic ING Real Estate A Fund Asset Allocation Report
• Historic ING Real Estate A Fund Top 10 Holding Tracking
• Historic ING Real Estate A Fund Asset Under Management Tracking