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Morningstar

Voya Global Perspectives R IRPVX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.82  /  −0.10 %
  • Total Assets 111.9 Mil
  • Adj. Expense Ratio
    1.480%
  • Expense Ratio 1.480%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.09%
  • Turnover 113%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 11:49 PM GMT+0

Morningstar’s Analysis IRPVX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Voya Global Perspectives R to a Morningstar Medalist Rating of Negative.

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 most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IRPVX

More IRPVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 99.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya Large-Cap Growth R6

10.98 12.9 Mil
—

Voya Mid Cap Research Enhanced Index I

10.95 12.8 Mil
—

Voya Multi-Manager Emerging Markets Eq I

10.50 12.3 Mil
—

Voya Multi-Manager Intl Factors I

10.39 12.2 Mil
—

Voya Small Company R6

10.16 11.9 Mil
—

iShares Global REIT ETF

9.86 11.6 Mil
—

Voya High Yield Bond R6

9.41 11.0 Mil
—

Voya Intermediate Bond R6

9.28 10.9 Mil
—

Voya GNMA Income R6

9.18 10.8 Mil
—

Voya Global Bond R6

9.16 10.7 Mil
—