Voya Index Plus MidCap Portfolio Class S (IPMSX)

20.37
Net Asset Value
-0.78%
1 Day
-9.83%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.78%
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+2.91% 3 years+8.34%
3 months+3.01% 5 years+11.98%
1 year+11.73% Since inception+8.33%
Data through --

Peer Comparisonvs. Mid-cap blend

 IPMSXCategory
Performance 5-yr return+11.98%+10.99%
Expense ratio0.78%0.74%
Risk 5 year sharpe ratio0.930.93
Net assets$612.2M$830.0M
Average market cap$5.4B$8.5B
Average P/E16.417.9
Portfolio turnover75%75%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureVincent Costa / 12 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock98.80%
Cash1.19%
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
DPZ Domino's Pizza Inc1.24%
FTNT Fortinet Inc1.21%
EWBC East West Bancorp Inc1.18%
STLD Steel Dynamics Inc1.18%
WCG WellCare Health Plans Inc1.15%
-- 1.02%
JBLU JetBlue Airways Corp1.01%
EHC Encompass Health Corp1.00%
JBL Jabil Inc0.97%
-- 0.97%