Voya Russell Small Cap Index Portfolio Class S2 (IRCIX)

14.81
Net Asset Value
-1.40%
1 Day
-8.35%
Year-to-Date
Overall Morningstar Rating
Small blend
Style or Category
No Load
Sales Expenses
0.97%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks investment results (before fees and expenses) that correspond to the total return (which includes capital appreciation and income) of the Russell 2000 ® Index ("index"). The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies, which are at the time of purchase, included in the index; convertible securities that are convertible into stocks included in the index; other derivatives whose economic returns are, by design, closely equivalent to the returns of the index or its components; and exchange-traded funds.

Performance

1 month-1.82% 3 years+16.95%
3 months+3.65% 5 years+12.67%
1 year+9.91% Since inception+21.32%
Data through --

Peer Comparisonvs. Small blend

 IRCIXCategory
Performance 5-yr return+12.67%+13.72%
Expense ratio0.97%1.27%
Risk 5 year sharpe ratio0.740.84
Net assets$1.0B$917.7M
Average market cap$1.7B$2.9B
Average P/E20.721.3
Portfolio turnover12%12%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureSteve Wetter / 2 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock97.71%
International stock0.99%
Fixed income0.72%
Cash0.49%
Other0.08%
Top 5 Sectors
Portfolio weighting
Financial service 20.13%
Industrial materials 13.25%
Healthcare 10.89%
Consumer goods 9.36%
Business service 9.00%
Top 10 Holdings
Portfolio weighting
-- 3.71%
QRVO Qorvo Inc0.57%
ISIS Isis Pharmaceuticals Inc0.39%
PBYI Puma Biotechnology Inc0.29%
ODP Office Depot Inc0.25%
ULTI Ultimate Software Group Inc0.25%
DXCM DexCom Inc0.24%
JBLU JetBlue Airways Corp0.24%
MMS Maximus Inc0.24%
BC Brunswick Corp0.23%

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