Voya Index Plus MidCap Portfolio Class S (IPMSX)

21.25
Net Asset Value
-0.70%
1 Day
-12.52%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.79%
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-4.32% 3 years+16.96%
3 months-2.99% 5 years+14.91%
1 year+6.28% Since inception+8.32%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMSXCategory
Performance 5-yr return+14.91%+15.90%
Expense ratio0.79%1.18%
Risk 5 year sharpe ratio1.171.09
Net assets$694.3M$1.7B
Average market cap$4.9B$7.5B
Average P/E20.519.7
Portfolio turnover72%72%

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Fund Management and Purchase Info

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

Holdings

U.S. stock99.26%
Cash0.74%
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
ANSS ANSYS Inc1.14%
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%

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