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Morningstar

Voya Global Perspectives W IWPVX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.90  /  −0.20 %
  • Total Assets 111.7 Mil
  • Adj. Expense Ratio
    0.980%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.58%
  • Turnover 113%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 12:01 AM GMT+0

Morningstar’s Analysis IWPVX

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

  • People Pillar

    The People Pillar is our evaluation of the IWPVX 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 IWPVX’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 W to a Morningstar Medalist Rating of Negative.

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 IWPVX

More IWPVX 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
—