Advertisement
Skip to Content

Voya MidCap Opportunities Port A IAMOX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 2.48  /  0.80 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    1.160%
  • Expense Ratio 1.160%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 45%

Morningstar’s Analysis IAMOX

Will IAMOX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Organizational changes spur a downgrade here.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IAMOX

  • Current Portfolio Date
  • Equity Holdings 66
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 25.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
3.51
34,765,245
Healthcare
3.24
32,135,495
Technology
3.24
32,081,192
Consumer Cyclical
2.49
24,702,615
Industrials
2.30
22,762,067
Technology
2.26
22,430,918
Energy
2.25
22,306,450
Consumer Cyclical
2.19
21,678,145
Healthcare
2.16
21,461,632
Industrials
2.14
21,192,200
Healthcare