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ABC Retirement Plan
AB1234
Investment Information
ING Fund Evaluation Scorecard
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Report Date: 99/99/9999

Print Version
Selected Funds for ABC RETIREMENT PLAN 99/99/9999
Fund #
Fund Name
Investment Style
Weighted Score
Scorecard Grade
Scorecard Details
Watch List Flag
939  AIM Charter Fund - Class A
Large Blend
3.2
Watch List
921  Baron Asset Fund
Mid-Cap Growth
6.9
Good
View
View
972  Franklin Small-Mid Cap Growth Fund
Mid-Cap Growth
6.2
Good
View
View
475  ING Bond Fund - Class A
Intermediate-Term Bond
7.2
Very Good
View
View
197  ING Global Science and Technology Fund
Specialty-Technology
4.8
Fair
View
View
363  ING GNMA Income Fund - Class A
Intermediate Government
9.4
Excellent
View
View
471  ING Growth Fund - Class A
Large Growth
4.3
Fair
View
View
485  ING Index Plus LargeCap Fund - Class A
Large Blend
4.9
Fair
View
View
469  ING Strategic Allocation Balanced Fund - Class A
Lifestyle/Asset Allocation
4.8
Fair
View
View
468  ING Strategic Allocation Growth Fund - Class A
Lifestyle/Asset Allocation
4.8
Fair
View
View
470  ING Strategic Allocation Income Fund - Class A
Lifestyle/Asset Allocation
4.2
Fair
View
View
943  Oppenheimer High Yield Fund - Class A
High Yield Bond
5.1
Peer Average
View
View
176  Templeton Foreign Fund
Foreign Stock
7.6
Very Good
View
View
177  Templeton Growth Fund, Inc. - Class A
World Stock
8.0
Excellent
View
View

ING's Fund Evaluation Scorecard ("Scorecard") is calculated semi-annually as of 6/30 and 12/31 each year. The scoring system ranges from a score of 1 to 10, with 10 being the highest. The grading ranges from Excellent for scores between 10 - 8, down to Very Good (7.9 - 7.0), Good (6.9 - 6.0), Peer Average (5.9 - 5.0), Fair (4.9 - 4.0) and Watch List (3.9 - 0). Each fund is evaluated against a group of similarly managed mutual funds across five (5) broad parameters; Performance, Risk, Risk-Adjusted Performance, Consistency of Style and Expenses. The Fund earns points towards its grade based on what relative ranking it achieves within each of the five parameters against the designated peer group. These points are then aggregated to arrive at a final score and grade, as shown above.

General Performance Disclosure

The returns used in evaluating the investment options do not comply with SEC and NASD regulations because they do not reflect the fees and expenses charged by ING's variable annuity products. Due to the number of ING products and the difference between sets of fees and expenses, no single set of SEC standardized returns would be applicable to all products. The returns are net of "fund level" expenses only and are provided with the understanding that this is for due diligence purposes of reviewing investment management results. Any communication of total returns to members of the public must be accompanied in equal prominence, by the SEC-required annualized one-, five-, and 10- year/life-of-fund returns reflecting the maximum applicable fees and expenses of the fund as well as the product level. For product level performance refer to the "customer-approved" marketing literature of the applicable product. Also, sample product performance reports are available (and should be printed as part of this package) which illustrate "worst case" performance of the investment options that include fund and product fees. These reports are generated from the Investment Info Center on the ING Producer Website. Investment returns and principal value fluctuate so that, if surrendered, an investment may be worth more or less than the original amount. The results are historical and not intended to portray future performance.

This information must be preceded or accompanied by a currently effective prospectus or disclosure booklet which contains information on charges, expenses, and other pertinent information. Securities offered by ING Financial Advisers, LLC and any other broker/dealers with which it has a selling agreement. For more complete information on these funds, please contract your ING representative for a current prospectus which contains additional information on the charges and expenses. Compliance Number: C02-0827-004 9/02 Date of Release: SEPTEMBER 2002. FOR USE WITH PLAN SPONSORS AND THEIR FIDUCIARIES.
 
 

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