Voya Index Plus MidCap Portfolio Class S (IPMSX)

22.38
Net Asset Value
-0.71%
1 Day
-0.93%
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. Under normal market conditions- the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in securities of mid-capitalization companies included in the index. The index is a stock market index comprised of common stocks of 400 mid-capitalization companies traded in the United States and selected by S&P Global Ratings.

Performance

1 month-0.84% 3 years+7.68%
3 months-3.84% 5 years+11.78%
1 year+10.37% Since inception+8.28%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMSXCategory
Performance 5-yr return+11.78%+10.99%
Expense ratio0.79%0.78%
Risk 5 year sharpe ratio0.960.94
Net assets$620.0M$575.3M
Average market cap$5.5B$8.1B
Average P/E20.017.5
Portfolio turnover75%75%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 11 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock98.39%
Cash1.59%
International stock0.01%
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
-- 1.36%
STLD Steel Dynamics Inc1.21%
EWBC East West Bancorp Inc1.11%
CDK CDK Global Inc1.03%
WCG WellCare Health Plans Inc1.02%
DPZ Domino's Pizza Inc0.98%
MAN ManpowerGroup Inc0.98%
INGR Ingredion Inc0.98%
JBLU JetBlue Airways Corp0.97%
FTNT Fortinet Inc0.96%