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Voya Index Plus MidCap Portfolio Class I (IPMIX)

21.32
Net Asset Value
+0.05%
1 Day
+2.80%
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+9.78% 3 years+8.37%
3 months+3.60% 5 years+14.39%
1 year+11.62% Since inception+9.50%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMIXCategory
Performance 5-yr return+14.39%+15.63%
Expense ratio0.54%0.83%
Risk 5 year sharpe ratio1.071.02
Net assets$613.2M$483.0M
Average market cap$4.6B$6.4B
Average P/E19.918.8
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. stock98.67%
Cash1.33%
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
PKG Packaging Corp of America1.17%
-- 1.11%
BR Broadridge Financial Solutions Inc1.03%
ARRS Arris International PLC1.02%
RE Everest Re Group Ltd1.01%
TRMB Trimble Inc0.98%
SBNY Signature Bank0.97%
UGI UGI Corp0.96%
TTC Toro Co0.95%
MAA Mid-America Apartment Communities Inc0.93%