Our Terms of Service and Privacy Policy have changed.

By continuing to use this site, you are agreeing to the new Privacy Policy and Terms of Service.

Voya Index Plus MidCap Portfolio Class I (IPMIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
Morningstar Risk Rating™
Investment Objective The investment seeks to outperform the total return performance of the S&P MidCap 400 Index ("index") while maintaining a market level of risk. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the index. In managing the Portfolio, the Sub-Adviser attempts to achieve the Portfolio's objective by overweighting those stocks that the Sub-Adviser believes will outperform the index, and underweighting (or avoiding altogether) those stocks in the index that the Sub-Adviser believes will underperform the index.


1 month+0.66% 3 years+15.46%
3 months+6.03% 5 years+12.71%
1 year+1.20% Since inception+9.81%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+12.71%+11.19%
Expense ratio0.54%1.18%
Risk 5 year sharpe ratio0.970.86
Net assets$643.9M$1.5B
Average market cap$4.6B$6.6B
Average P/E18.318.1
Portfolio turnover72%72%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock97.76%
Fixed income1.53%
International stock0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.68%
Industrial materials 16.32%
Consumer goods 11.46%
Healthcare 10.17%
Consumer service 9.66%
Top 10 Holdings
Portfolio weighting
SIVB SVB Financial Group1.22%
LKQ LKQ Corp1.17%
SBNY Signature Bank1.16%
CNC Centene Corp1.14%
MD MEDNAX Inc1.13%
EXR Extra Space Storage Inc1.11%
HOLX Hologic Inc1.07%
MTD Mettler-Toledo International Inc1.07%
CYH Community Health Systems Inc1.05%