Voya MidCap Opportunities Portfolio Class I (IIMOX)

16.73
Net Asset Value
+0.36%
1 Day
+0.90%
Year-to-Date
Overall Morningstar Rating
Mid-cap growth
Style or Category
No Load
Sales Expenses
0.80%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks long-term capital appreciation. The fund normally invests at least 80% of its net assets (plus borrowings for investment purposes) in common stock of mid-sized U.S. companies. Mid-sized companies are those companies with market capitalizations that fall within the range of companies in the Russell Midcap  Growth Index at the time of purchase. The fund normally invests in companies that the sub-adviser believes have above average prospects for growth. It may invest in other investment companies, including exchange-traded funds.

Performance

1 month-0.89% 3 years+12.85%
3 months+3.46% 5 years+18.65%
1 year+11.32% Since inception+4.28%
Data through --

Peer Comparisonvs. Mid-cap growth

 IIMOXCategory
Performance 5-yr return+18.65%+18.98%
Expense ratio0.80%1.34%
Risk 5 year sharpe ratio1.271.16
Net assets$1.5B$1.3B
Average market cap$10.8B$8.6B
Average P/E21.626.0
Portfolio turnover81%81%

There are thousands of mutual funds to choose from. Get Money Magazine’s picks in all major categories.

Fund Management and Purchase Info

Fund familyVoya
Fund manager & tenureJeff Bianchi / 8 Years
Minimal initial investment$0.00
Minimum IRA investment--

Holdings

U.S. stock89.14%
International stock8.71%
Cash2.15%
Fixed income0.00%
Other0.00%
Top 5 Sectors
Portfolio weighting
Industrial materials 16.49%
Consumer service 14.97%
Hardware 13.04%
Healthcare 12.01%
Consumer goods 11.66%
Top 10 Holdings
Portfolio weighting
INTU Intuit Inc2.90%
ALXN Alexion Pharmaceuticals Inc2.69%
M Macy's Inc2.30%
DLPH Delphi Automotive PLC2.18%
-- Chipotle Mexican Grill Inc2.16%
ACT Actavis PLC2.15%
AME Ametek Inc2.04%
CCE Coca-Cola Enterprises Inc2.02%
MYL Mylan Inc2.01%
INFA Informatica Corp1.96%

To view my watchlist

Not a member yet?

Sign up now for a free account

Market indexes are shown in real time, except for the DJIA, which is delayed by two minutes. All times are ET. Disclaimer Morningstar: © 2014 Morningstar, Inc. All Rights Reserved. Disclaimer The Dow Jones IndexesSM are proprietary to and distributed by Dow Jones & Company, Inc. and have been licensed for use. All content of the Dow Jones IndexesSM © 2014 is proprietary to Dow Jones & Company, Inc. Chicago Mercantile Association. The market data is the property of Chicago Mercantile Exchange Inc. and its licensors. All rights reserved. FactSet Research Systems Inc. 2014. All rights reserved. Most stock quote data provided by BATS.