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Morningstar

VY® Baron Growth S IBSSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 22.90  /  −0.35 %
  • Total Assets 455.9 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 1%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis IBSSX

Will IBSSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IBSSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IBSSX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of IBSSX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sound investment process and strong management team underpin VY ® Baron Growth S's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IBSSX

More IBSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 64.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

10.09 50.4 Mil
Financial Services

Gartner Inc

9.11 45.5 Mil
Technology

Arch Capital Group Ltd

7.06 35.3 Mil
Financial Services

Kinsale Capital Group Inc

6.82 34.1 Mil
Financial Services

Choice Hotels International Inc

6.78 33.9 Mil
Consumer Cyclical

FactSet Research Systems Inc

6.68 33.4 Mil
Financial Services

Vail Resorts Inc

6.51 32.5 Mil
Consumer Cyclical

CoStar Group Inc

6.47 32.4 Mil
Real Estate

Primerica Inc

4.56 22.8 Mil
Financial Services

Ansys Inc

4.38 21.9 Mil
Technology