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Morningstar

Voya MidCap Opportunities Port A IAMOX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 2.83  /  +1.07 %
  • Total Assets 1.1 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 —
  • Status Open
  • TTM Yield —
  • Turnover 74%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IAMOX

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

  • People Pillar

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

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.

by Jack Shannon
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IAMOX

More IAMOX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

3.59 41.5 Mil
Financial Services

CrowdStrike Holdings Inc Class A

3.15 36.4 Mil
Technology

Ross Stores Inc

3.15 36.4 Mil
Consumer Cyclical

Copart Inc

2.63 30.4 Mil
Industrials

DexCom Inc

2.43 28.1 Mil
Healthcare

TransDigm Group Inc

2.35 27.1 Mil
Industrials

LPL Financial Holdings Inc

2.30 26.5 Mil
Financial Services

Verisk Analytics Inc

2.23 25.8 Mil
Industrials

The Trade Desk Inc Class A

2.20 25.4 Mil
Technology

Rockwell Automation Inc

2.14 24.7 Mil
Industrials