Voya Russell Mid Cap Index Portfolio Class S2 (IRMTX)

16.31
Net Asset Value
-0.12%
1 Day
-3.89%
Year-to-Date
Overall Morningstar Rating
Mid-cap blend
Style or Category
No Load
Sales Expenses
0.93%
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+0.06% 3 years+20.47%
3 months+0.74% 5 years+16.90%
1 year+14.38% Since inception+23.46%
Data through --

Peer Comparisonvs. Mid-cap blend

 IRMTXCategory
Performance 5-yr return+16.90%+13.75%
Expense ratio0.93%1.19%
Risk 5 year sharpe ratio0.990.87
Net assets$2.3B$1.7B
Average market cap$11.0B$7.5B
Average P/E21.419.1
Portfolio turnover9%9%

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Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureSteven Wetter / 3 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock97.34%
Cash1.34%
International stock1.32%
Fixed income0.00%
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
-- 1.53%
KR Kroger Co0.57%
CI Cigna Corp0.51%
AVGO Avago Technologies Ltd0.46%
CAH Cardinal Health Inc0.45%
LUV Southwest Airlines0.45%
MHFI McGraw Hill Financial Inc0.41%
VRTX Vertex Pharmaceuticals Inc0.41%
AON Aon PLC0.41%
HUM Humana Inc0.40%

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