Voya Index Plus MidCap Portfolio Class I (IPMIX)

25.52
Net Asset Value
+0.51%
1 Day
+3.82%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.49%
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. 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.

Performance

1 month+0.75% 3 years+16.17%
3 months+2.74% 5 years+14.74%
1 year+13.13% Since inception+10.35%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMIXCategory
Performance 5-yr return+14.74%+14.77%
Expense ratio0.49%1.22%
Risk 5 year sharpe ratio1.030.98
Net assets$709.0M$1.7B
Average market cap$5.0B$8.2B
Average P/E20.620.0
Portfolio turnover72%72%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock97.68%
Fixed income1.21%
Cash1.11%
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
SLG SL Green Realty Corp1.42%
SWKS Skyworks Solutions Inc1.27%
JAH Jarden Corp1.26%
ENR Energizer Holdings Inc1.18%
PKG Packaging Corp of America1.15%
IT Gartner Inc1.13%
PII Polaris Industries Inc1.10%
MD MEDNAX Inc1.09%
EXR Extra Space Storage Inc1.09%
ANSS ANSYS Inc1.08%

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