Substantial personnel restructuring on Voya’s equity investment team creates execution concerns on Voya MidCap Opportunities, meriting a downgrade of its People rating to Below Average from Average. As a result, most of the fund’s share classes retain their Neutral Morningstar Medalist Ratings, though four are Negative.
Voya MidCap Opportunities R IMORX
- NAV / 1-Day Return 17.54 / +0.86 %
- Total Assets 705.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.510%
- Distribution Fee Level High
- Share Class Type Retirement, Medium
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 60%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis IMORX
Will IMORX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- 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
|
---|---|---|---|
Apollo Global Management Inc Class A | 3.59 | 27.0 Mil | Financial Services |
CrowdStrike Holdings Inc Class A | 3.15 | 23.7 Mil | Technology |
Ross Stores Inc | 3.15 | 23.7 Mil | Consumer Cyclical |
Copart Inc | 2.59 | 19.5 Mil | Industrials |
DexCom Inc | 2.44 | 18.4 Mil | Healthcare |
TransDigm Group Inc | 2.34 | 17.6 Mil | Industrials |
LPL Financial Holdings Inc | 2.29 | 17.2 Mil | Financial Services |
Verisk Analytics Inc | 2.24 | 16.9 Mil | Industrials |
The Trade Desk Inc Class A | 2.20 | 16.6 Mil | Technology |
Ulta Beauty Inc | 2.14 | 16.1 Mil | Consumer Cyclical |