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Morningstar

Voya Russell Mid Cap Index Port S2 IRMTX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.80  /  −1.27 %
  • Total Assets 931.5 Mil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.20%
  • Turnover 22%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 10:15 PM GMT+0

Morningstar’s Analysis IRMTX

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

  • People Pillar

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

Voya Russell Mid Cap Index Port S2’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRMTX

More IRMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap ETF

0.89 8.9 Mil
—

Phillips 66

0.62 6.1 Mil
Energy

Parker Hannifin Corp

0.61 6.1 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.59 5.9 Mil
Technology

Trane Technologies PLC Class A

0.59 5.8 Mil
Industrials

Amphenol Corp Class A

0.58 5.8 Mil
Technology

KKR & Co Inc Ordinary Shares

0.58 5.7 Mil
Financial Services

TransDigm Group Inc

0.56 5.6 Mil
Industrials

PACCAR Inc

0.55 5.4 Mil
Industrials

Marvell Technology Inc

0.52 5.2 Mil
Technology