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Morningstar

Voya SmallCap Opportunities Port A ISOPX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 16.15  /  −0.19 %
  • Total Assets 200.0 Mil
  • Adj. Expense Ratio
    1.360%
  • Expense Ratio 1.360%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 105%

USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0

Morningstar’s Analysis ISOPX

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

  • People Pillar

    The People Pillar is our evaluation of the ISOPX 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 ISOPX’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 SmallCap Opportunities Port A 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 second-costliest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings ISOPX

More ISOPX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Natera Inc

2.98 6.3 Mil
Healthcare

Churchill Downs Inc

2.41 5.1 Mil
Consumer Cyclical

Super Micro Computer Inc

2.26 4.8 Mil
Technology

Skyline Champion Corp

2.20 4.7 Mil
Consumer Cyclical

Modine Manufacturing Co

1.94 4.1 Mil
Consumer Cyclical

Patrick Industries Inc

1.78 3.8 Mil
Consumer Cyclical

Summit Materials Inc Class A

1.75 3.7 Mil
Basic Materials

FTAI Aviation Ltd

1.75 3.7 Mil
Industrials

Tower Semiconductor Ltd

1.67 3.6 Mil
Technology

ExlService Holdings Inc

1.66 3.5 Mil
Technology