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 A NMCAX
- NAV / 1-Day Return 19.64 / −0.10 %
- Total Assets 751.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.260%
- Distribution Fee Level Above Average
- Share Class Type Front Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment 1,000
- Status Open
- TTM Yield —
- Turnover 60%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:16 PM GMT+0
Morningstar’s Analysis NMCAX
Will NMCAX 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 27.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
CrowdStrike Holdings Inc Class A | 4.21 | 31.2 Mil | Technology |
Apollo Global Management Inc Class A | 3.62 | 26.8 Mil | Financial Services |
Ross Stores Inc | 3.24 | 24.0 Mil | Consumer Cyclical |
Ulta Beauty Inc | 2.77 | 20.5 Mil | Consumer Cyclical |
TransDigm Group Inc | 2.47 | 18.3 Mil | Industrials |
Tradeweb Markets Inc | 2.37 | 17.5 Mil | Financial Services |
LPL Financial Holdings Inc | 2.36 | 17.5 Mil | Financial Services |
Verisk Analytics Inc | 2.34 | 17.3 Mil | Industrials |
Saia Inc | 2.20 | 16.3 Mil | Industrials |
The Trade Desk Inc Class A | 2.19 | 16.2 Mil | Technology |