Voya Index Plus MidCap Portfolio Class S (IPMSX)

22.99
Net Asset Value
+0.35%
1 Day
-1.54%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.74%
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-2.05% 3 years+17.46%
3 months-1.75% 5 years+15.17%
1 year+7.31% Since inception+8.04%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMSXCategory
Performance 5-yr return+15.17%+14.91%
Expense ratio0.74%1.24%
Risk 5 year sharpe ratio0.980.96
Net assets$689.7M$1.8B
Average market cap$4.9B$7.3B
Average P/E21.219.8
Portfolio turnover66%66%

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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. stock98.20%
Cash1.19%
Fixed income0.61%
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 Corp1.26%
HSIC Henry Schein Inc1.20%
ENR Energizer Holdings Inc1.12%
PKG Packaging Corp of America1.10%
JAH Jarden Corp1.09%
WCN Waste Connections Inc1.07%
PII Polaris Industries Inc1.07%
LKQ LKQ Corp1.06%
AJG Arthur J Gallagher & Co1.06%
SBNY Signature Bank1.03%

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