ING SmallCap Opportunities Portfolio Class S2 (ISCTX)

24.82
Net Asset Value
-0.48%
1 Day
+15.60%
Year-to-Date
Overall Morningstar Rating
Small growth
Style or Category
No Load
Sales Expenses
1.42%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of smaller, lesser-known U.S. companies. Smaller companies are those with market capitalizations that fall within the range of companies in the Russell 2000 ® Growth Index at the time of purchase. It normally invests in companies that the sub-adviser believes have above average prospects for growth. The fund may invest in other investment companies, including exchange-traded funds.

Performance

1 month+5.48% 3 years+18.91%
3 months+7.63% 5 years--
1 year+25.97% Since inception+26.74%
Data through --

Peer Comparisonvs. Small growth

 ISCTXCategory
Performance 5-yr return--+8.20%
Expense ratio1.42%1.48%
Risk 5 year sharpe ratio0.460.39
Net assets$256.3M$699.1M
Average market cap$1.9B$2.1B
Average P/E22.422.9
Portfolio turnover57%57%

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Fund Management and Purchase Info

Fund familyING Retirement Funds
Fund manager & tenureSteve Salopek / 7 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

Other100.00%
U.S. stock--
International stock--
Fixed income--
Cash--
Top 5 Sectors
Portfolio weighting
Healthcare 17.05%
Consumer service 16.06%
Industrial materials 13.30%
Hardware 9.08%
Financial service 6.47%
Top 10 Holdings
Portfolio weighting
IWO iShares Russell 2000 Growth Index2.01%
HLS Healthsouth Corp1.24%
AZPN Aspen Technology, Inc.1.17%
PMTC PTC Inc1.17%
AYI Acuity Brands Inc1.11%
PRAA Portfolio Recovery Associates, Inc.1.05%
KNX Knight Transportation, Inc.1.02%
NPO Enpro Industries, Inc.0.98%
BLKB Blackbaud, Inc.0.98%
DRQ Dril-Quip, Inc.0.97%

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