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Morningstar

Voya Solution Moderately Agrsv Port I IAGIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.02  /  0.09 %
  • Total Assets 472.2 Mil
  • Adj. Expense Ratio
    0.310%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 3.99%
  • Turnover 41%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:56 AM GMT+00:00

Morningstar’s Analysis IAGIX

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

People Pillar

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

Summary

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The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Solution Moderately Agrsv Port I to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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