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Voya Index Plus MidCap Portfolio Class I (IPMIX)

23.12
Net Asset Value
+0.04%
1 Day
+5.72%
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 Standard & Poor's Ratings Services.

Performance

1 month+3.63% 3 years+10.43%
3 months+2.35% 5 years+13.36%
1 year+18.72% Since inception+10.05%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMIXCategory
Performance 5-yr return+13.36%+12.26%
Expense ratio0.54%0.81%
Risk 5 year sharpe ratio1.091.03
Net assets$676.8M$552.0M
Average market cap$5.1B$7.1B
Average P/E21.220.9
Portfolio turnover99%99%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 10 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock91.30%
Fixed income7.53%
Cash1.17%
International stock0.00%
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
SIVB SVB Financial Group1.20%
PKG Packaging Corp of America1.13%
SBNY Signature Bank1.12%
TTC Toro Co1.03%
RE Everest Re Group Ltd1.03%
HII Huntington Ingalls Industries Inc1.02%
ARRS Arris International PLC0.97%
IDXX IDEXX Laboratories Inc0.97%
BR Broadridge Financial Solutions Inc0.97%
BC Brunswick Corp0.95%