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Voya Index Plus MidCap Portfolio Class S (IPMSX)

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+0.96% 3 years+14.61%
3 months-2.51% 5 years+13.63%
1 year+7.37% Since inception+7.50%
Data through --

Peer Comparisonvs. Mid-cap blend

Performance 5-yr return+13.63%+11.19%
Expense ratio0.79%1.18%
Risk 5 year sharpe ratio0.930.84
Net assets$615.6M$1.5B
Average market cap$4.9B$6.7B
Average P/E19.317.4
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--


U.S. stock98.89%
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
SIVB SVB Financial Group1.22%
LKQ LKQ Corp1.17%
SBNY Signature Bank1.16%
CNC Centene Corp1.14%
MD MEDNAX Inc1.13%
EXR Extra Space Storage Inc1.11%
HOLX Hologic Inc1.07%
MTD Mettler-Toledo International Inc1.07%
CYH Community Health Systems Inc1.05%

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