TheStreet.com October 19, 2007 ING Funds - (Page 2) fund family competition remains the same. For a fund family to win here, it needs to be among those that have the highest percentage of funds ranked in the top 30% of all open-end funds in comparison to other fund families of similar size. The top 30% represents overall investment grades of A+ to B-. The middle 40% are fund grades of C+, C, and C-, with D+ and lower in the bottom 30%. For the fifth consecutive quarter, American Funds takes the top spot, beating out all other fund families with 100 or more funds. Just over 61% of its 211 rated funds rank in the top 30%, with just 1.9% in the bottom 30%. Allianz Global Investors, a unit of Allianz SE (AZ), moved up from fifth place last quarter into second position with 53.5% of its 127 rated funds in the top 30%. T. Rowe Price (TROW) improved by one notch from fourth to third place by maintaining 47% of its funds in the top 30%. Making runs for the top of the list by improving their percentage of funds in the top 30%, MFS, a unit of Sun Life Financial (SLF), The 10 Best Fund Families With 10-39 Rated Funds No. of Funds Fund Family Name Rated Thornburg Funds 17 Alger Funds 31 HSBC Asset Mgmt 24 Kinetics Mutual Funds, Inc. 10 William Blair Funds 13 Henderson Global Funds 12 Nicholas-Applegate 19 Mutual Funds Lazard Funds 11 Dimensional Investment 27 Group Brazos Mutual Fund 10 Source: TheStreet.com Ratings Top 30% 100.00% 80.60% 79.20% 70.00% 69.20% 66.70% 57.90% 54.50% 51.90% 50.00% Middle 40% 0.00% 19.40% 20.80% 10.00% 0.00% 8.30% 36.80% 27.30% 25.90% 50.00% Bottom 30% 0.00% 0.00% 0.00% 20.00% 30.80% 25.00% 5.30% 18.20% 22.20% 0.00% Top 10 Best Fund Families With 40 to 99 Rated Funds Fund Family Name Ivy Funds Seligman Group Waddell & Reed GMO Funds Eaton Vance Janus Fund GE Investment Evergreen Investments Gabelli Funds Federated Investors No. of Funds Rated 84 98 55 48 82 97 49 98 86 66 Top 30% 63.10% 60.20% 56.40% 50.00% 39.00% 35.10% 34.70% 33.70% 32.60% 30.30% Middle 40% 16.70% 27.60% 36.40% 10.40% 42.70% 46.40% 42.90% 41.80% 41.90% 37.90% Bottom 30% 20.20% 12.20% 7.30% 39.60% 18.30% 18.60% 22.40% 24.50% 25.60% 31.80% Source: TheStreet.com Ratings second place from 10th. Among the 69 fund families with between 10 and 39 rated funds, Thornburg Funds retains the top spot in the third quarter. Amazingly, all 17 of its rated funds are again in the top 30% category. Alger Funds took second place with 80.6% of its funds outperforming, and HSBC Asset Management, a unit of HSBC Holdings (HBC), showed in third, up one notch from last quarter. Of the 301 fund families with fewer than 10 rated open-end stock funds, only Marsico Investment Fund, another unit of Bank of America, had all four of its rated funds in the top 30%. Harding Loevner Funds, Industry Leaders Funds and Julius Baer Funds, a unit of Julius Baer Holding (JBHGF), followed closely with three top-ranked funds. Kevin Baker became the senior financial analyst for TSC Ratings upon the August 2006 acquisition of Weiss Ratings by TheStreet.com, covering mutual funds. He joined the Weiss Group in 1997 as a banking and brokerage analyst. In 1999, he created the Weiss Group’s first ratings to gauge the level of risk in U.S. equities. Baker received a B.S. degree in management from Rensselaer Polytechnic Institute and an M.B.A. with a finance specialization from Nova Southeastern University. jumped to fourth from ninth, while Columbia Funds moved up to fifth from 11th and Nationwide Funds to sixth from 10th. Ivy Funds, another unit of Bank of New York Mellon Corp, once again leads the group of fund families with 40 to 99 rated funds. It improved its score to 63.1% of its funds in the top category, up from 50.6% in the previous quarter. Likewise, the Seligman Group now has 60.2% of its funds in the top category compared with just 27.6% in the prior ranking. This earned the company a promotion to ING Investments, LLC is the adviser of the 318 funds, however, there are some funds that are further sub-advised. Past Performance does not guarantee future results. Investment return and principal value of an investment will fluctuate, and shares, when redeemed, may be worth more or less than their original cost. Performance may vary between share classes. Fund performance is subject to change since quarter’s end and may be lower or higher than the performance data shown. For more complete information, or to obtain a prospectus on any ING fund, please call your Investment Professional or ING Funds Distributor, LLC at (800) 992-0180 or log on to www.ingfunds.com to obtain performance data current to the most recent month end. The prospectus should be read carefully before investing. Consider the fund’s investment objectives, risks, and charges and expenses carefully before investing. The prospectus contains this information and other information about the fund. Check with your Investment Professional to determine which funds are available for sale within their firm. Not all funds are available for sale at all firms. Your future. Made easier. Posted with permission. © 2007 THESTREET.COM, ALL RIGHTS RESERVED. #1-22523082 Managed by The YGS Group, 717.399.1900. To request a quote online visit www.theygsgroup.com. SM http://www.TheStreet.com http://www.TheStreet.com http://www.ingfunds.com http://www.ingfunds.com http://www.theygsgroup.com
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