ING Index Plus LargeCap Port S

The investment seeks to outperform the total return performance of the S&P 500® Index while maintaining a market level of risk.
The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of large-capitalization companies included in the index. In managing the Portfolio, the Sub-Adviser attempts to achieve the Portfolio's objective by overweighting those stocks that the Sub-Adviser believes will outperform the index, and underweighting (or avoiding altogether) those stocks in the index that the Sub-Adviser believes will underperform the index.

Key stats

Management firm  ING Retirement Funds
Domicile  United States
Fund Administrator  ING Funds Services LLC
Global Branding Name  ING
12 month yield  1.14%
Fund currency  USD
Launch Date  2001-07-16
ISIN  US44981T4040
Manager 1 Name  Vincent Costa
Manager 2 Name  Christopher Corapi
Fund Strategy  Large Blend
Benchmark  S&P 500 TR
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2013-04-30
Return - 1 Month  2.27%
Return - 2 Months  5.88 %
Return - 3 Months  7.07%
Return - 6 Months  13.69 %
Return - 9 months  17.03 %
Return - 12 Months  15.10%
Annualized return 24 months  8.48 %
Annualized return 36 months  10.63 %
Annualized return 48 months  16.81 %
Annualized return 60 months  3.83 %
Return 120 months  6.50 %
Annualized return since Inception  3.24%
Return YTD  12.27%

Ratings

Morning Star Rating Date   2013-03-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Initial  0.00 %
Maximum Managment Charge  0.35 %
Exit charge  0.00 %
Performance Fee  0.00 %

Contact

Contact Address  ING Retirement Funds
Contact Address 2  7337 E. Doubletree Ranch Road
Contact city  Scottsdale
Contact country  United States
Fund Admin Group  ING Retirement Funds
Web Address  www.ingfunds.com
Custodian  The Bank of New York Mellon

Price

Last Price Date  2014-07-28
Pre-tax nav  21.39
Pre-tax offer  0.00
Pre-tax bid  0.00
Pre-tax mid  0.00
Post-tax nav  0.00
Post-tax offer  0.00
Post-tax bid  0.00
Price change  $0.02
Price change (percentage)  0.09 %
Guaranteed NAV  0.00000
Close Price  0.00

Funds Disclaimer

© 2011 - Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed (save (i) as incidentally necessary in the course of viewing it on-line (ii) in the course of printing off single copies of web pages on which it appears for the use of those authorised to view it on-line), or adapted in any way (3) is not warranted to be accurate, complete or timely. This Morningstar-sourced information is provided to you by GFM Ltd and is at your own risk. You agree that Morningstar and or GFM Ltd are not responsible for any damages or losses arising from any use of this information and that the information must not be relied upon by you the user without appropriate verification. GFM Ltd informs you as follows: (i) The information provided should not form the sole basis of any investment decision (ii) no investment decision should be made in relation to any of the information provided other than on the advice of a professional financial advisor; (iii) past performance is no guarantee of future results; and (iv) the value and income derived from investments can go down as well as up.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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