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Morningstar

Voya Global Insights Portfolio ADV IGMAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 16.25  /  −0.67 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.300%
  • Expense Ratio 1.300%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 107%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IGMAX

Will IGMAX 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 IGMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the IGMAX 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 IGMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A drop in its Process Pillar rating is the primary driver of Voya Global Insights Portfolio ADV's downgrade to a Morningstar Medalist Rating of Negative from Neutral.

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-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IGMAX

More IGMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Vertiv Holdings Co Class A

2.93 33.9 Mil
Industrials

GE Aerospace

2.83 32.7 Mil
Industrials

Holcim Ltd

2.71 31.3 Mil
Basic Materials

Industria De Diseno Textil SA Share From Split

2.66 30.7 Mil
Consumer Cyclical

Amazon.com Inc

2.63 30.4 Mil
Consumer Cyclical

The Walt Disney Co

2.57 29.7 Mil
Communication Services

PTC Inc

2.47 28.6 Mil
Technology

Banco Santander SA

2.46 28.4 Mil
Financial Services

Hitachi Ltd

2.41 27.8 Mil
Industrials

Sony Group Corp

2.40 27.7 Mil
Technology