ING Index Solution Income Portfolio Class S (ISKSX)

11.23
Net Asset Value
0.00%
1 Day
+4.56%
Year-to-Date
Overall Morningstar Rating
Retirement income
Style or Category
No Load
Sales Expenses
0.89%
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks to provide a combination of total return and stability of principal consistent with an asset allocation targeted to retirement. The Portfolio invests at least 80% of its net assets in a combination of underlying funds, which are passively managed index funds. The underlying funds invest in U.S. stocks, international stocks, U.S. bonds, and other debt instruments and the Portfolio uses an asset allocation strategy designed for investors expecting to retire soon or are already retired. The Portfolio's current approximate target investment allocations among the underlying funds are as follows: 35% of net assets in equities; and 65% in debts.

Performance

1 month+0.72% 3 years+7.64%
3 months+2.93% 5 years+4.69%
1 year+10.84% Since inception+5.10%
Data through --

Peer Comparisonvs. Retirement income

 ISKSXCategory
Performance 5-yr return+4.69%+4.48%
Expense ratio0.89%0.99%
Risk 5 year sharpe ratio0.660.48
Net assets$189.6M$438.6M
Average market cap$32.7B$27.0B
Average P/E14.215.5
Portfolio turnover45%45%

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Fund Management and Purchase Info

Fund familyING Retirement Funds
Fund manager & tenurePaul Zemsky / 5 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
Financial service 17.84%
Industrial materials 13.56%
Healthcare 11.44%
Energy 11.18%
Consumer goods 9.41%
Top 10 Holdings
Portfolio weighting
ILBAX ING US Bond Index Port I54.38%
INGIX ING US Stock Index Port I20.51%
IIRMX ING Russell Mid Cap Index Port I8.32%
JNK SPDR Barclays High Yield Bond5.03%
HYG iShares iBoxx $ High Yield Corporate Bd4.93%
IIIIX ING International Index Port I4.91%
IEPIX ING Emerging Markets Index I1.88%

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