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Voya Index Plus MidCap Portfolio Class I (IPMIX)

19.57
Net Asset Value
+1.93%
1 Day
-5.64%
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-1.99% 3 years+9.44%
3 months+1.33% 5 years+10.04%
1 year-2.22% Since inception+9.67%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMIXCategory
Performance 5-yr return+10.04%+7.75%
Expense ratio0.54%1.17%
Risk 5 year sharpe ratio0.720.61
Net assets$629.5M$1.7B
Average market cap$4.8B$6.7B
Average P/E19.118.3
Portfolio turnover90%90%

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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. stock98.36%
Cash1.64%
International stock0.00%
Fixed income0.00%
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
LKQ LKQ Corp1.29%
MAA Mid-America Apartment Communities Inc1.19%
WCN Waste Connections Inc1.19%
PKG Packaging Corp of America1.10%
HOLX Hologic Inc1.08%
FBHS Fortune Brands Home & Security Inc1.05%
ULTI Ultimate Software Group Inc1.04%
SBNY Signature Bank1.04%
STLD Steel Dynamics Inc1.03%
RE Everest Re Group Ltd1.03%

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