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Morningstar

Voya Solution Moderately Agrsv Port S IAGSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.99  /  1.10 %
  • Total Assets 472.5 Mil
  • Adj. Expense Ratio
    0.560%
  • Expense Ratio 1.100%
  • Distribution Fee Level High
  • Share Class Type No Load
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Extensive
  • Status Open
  • TTM Yield 3.70%
  • Turnover 41%

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 12:27 AM GMT+00:00

Morningstar’s Analysis IAGSX

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

People Pillar

The People Pillar is our evaluation of the IAGSX 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 IAGSX’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 S to a Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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