Voya Russell Mid Cap Index Portfolio (IRMCX)

17.16
Net Asset Value
-0.35%
1 Day
+0.18%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.68%
Expense Ratio
Below 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 Midcap ® 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-0.52% 3 years+18.59%
3 months+6.32% 5 years+16.85%
1 year+12.57% Since inception+10.83%
Data through --

Peer Comparisonvs. Mid-cap blend

 IRMCXCategory
Performance 5-yr return+16.85%+14.77%
Expense ratio0.68%1.23%
Risk 5 year sharpe ratio1.100.96
Net assets$2.3B$1.7B
Average market cap$10.0B$7.2B
Average P/E20.718.9
Portfolio turnover14%14%

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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. stock98.21%
International stock0.91%
Cash0.46%
Fixed income0.42%
Other0.00%
Top 5 Sectors
Portfolio weighting
Financial service 18.05%
Industrial materials 13.69%
Consumer goods 12.57%
Energy 9.13%
Consumer service 8.52%
Top 10 Holdings
Portfolio weighting
NFLX Netflix Inc0.44%
KR Kroger Co0.43%
CCI Crown Castle International Corp0.43%
VRTX Vertex Pharmaceuticals Inc0.43%
AMAT Applied Materials Inc0.42%
AON Aon PLC0.42%
SRE Sempra Energy0.42%
-- E-mini S&P MidCap 400 Index Future Dec140.41%
CAH Cardinal Health Inc0.41%
INTU Intuit Inc0.40%

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