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Voya Index Plus MidCap Portfolio Class I (IPMIX)

20.50
Net Asset Value
-0.05%
1 Day
-6.26%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.54%
Expense Ratio
Average
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. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 400 mid-capitalization companies traded in the United States and selected by S&P Global Ratings.

Performance

1 month-5.36% 3 years+6.48%
3 months-1.39% 5 years+12.52%
1 year+8.65% Since inception+10.00%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMIXCategory
Performance 5-yr return+12.52%+13.57%
Expense ratio0.54%0.81%
Risk 5 year sharpe ratio1.261.19
Net assets$645.1M$545.7M
Average market cap$5.2B$7.0B
Average P/E20.421.7
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock96.91%
Fixed income1.38%
Cash0.94%
International stock0.78%
Other0.00%
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
PKG Packaging Corp of America1.26%
DPZ Domino's Pizza Inc1.14%
STLD Steel Dynamics Inc1.09%
MAN ManpowerGroup Inc1.09%
EWBC East West Bancorp Inc1.08%
UGI UGI Corp1.07%
WCG WellCare Health Plans Inc1.03%
JBLU JetBlue Airways Corp1.03%
HII Huntington Ingalls Industries Inc1.02%
SBNY Signature Bank1.02%