Voya Index Plus MidCap Portfolio Class I (IPMIX)

Net Asset Value
1 Day
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month-3.56% 3 years+19.01%
3 months-2.95% 5 years+15.61%
1 year+6.60% Since inception+10.22%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+15.61%+15.90%
Expense ratio0.54%1.18%
Risk 5 year sharpe ratio1.181.09
Net assets$694.3M$1.7B
Average market cap$4.9B$7.5B
Average P/E20.519.7
Portfolio turnover72%72%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 9 Years
Minimal initial investment$0.00
Minimum IRA investment--


U.S. stock99.26%
International stock0.00%
Fixed income0.00%
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
BR Broadridge Financial Solutions Inc1.14%
PKG Packaging Corp of America1.13%
MD MEDNAX Inc1.12%
EXR Extra Space Storage Inc1.12%
WCN Waste Connections Inc1.09%
SBNY Signature Bank1.08%
FL Foot Locker Inc1.07%
SIVB SVB Financial Group1.04%
HCC HCC Insurance Holdings Inc1.03%

To view my watchlist

Not a member yet?

Sign up now for a free account