Investment Manager Due Diligence

Return to List Second Quarter 2003* ING Index Plus Large Cap Fund The fund's performance lagged its market benchmark, the S&P 500 Index, after fees, over the latest 1- and 3-year periods (185 basis points and 114 basis points, respectively). Notably, the fund is an enhanced index fund and it also lagged the S&P 500 Index, after fees, for each of the last 4 consecutive quarters. The fund's performance lagged the CAI Large Cap Core peer group median, gross of fees, over the latest 1- and 3-year periods (100 basis points and 152 basis points, respectively). Several risk-adjusted performance measures were also below the peer group median, gross of fees, over the latest 3-year period (e.g., in the 71st to 89th percentiles). *Please note that in providing this information, the SBA is not in any way intending to influence or inform your investment decisions. Also, this list can change at any time without prior notice from the SBA.