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Morningstar

VY® T. Rowe Price Divers Mid Cap Gr I IAXIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 11.14  /  +0.45 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.800%
  • Expense Ratio 0.800%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.00%
  • Turnover 45%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IAXIX

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

  • People Pillar

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

A sound investment process and strong management team underpin VY ® T. Rowe Price Divers Mid Cap Gr I's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IAXIX

More IAXIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

CrowdStrike Holdings Inc Class A

2.41 25.9 Mil
Technology

Apollo Global Management Inc Class A

1.90 20.4 Mil
Financial Services

The Trade Desk Inc Class A

1.62 17.4 Mil
Technology

Cencora Inc

1.53 16.4 Mil
Healthcare

Palantir Technologies Inc Ordinary Shares - Class A

1.51 16.2 Mil
Technology

Ross Stores Inc

1.40 15.0 Mil
Consumer Cyclical

Spotify Technology SA

1.39 14.9 Mil
Communication Services

Cintas Corp

1.38 14.8 Mil
Industrials

DexCom Inc

1.30 13.9 Mil
Healthcare

Copart Inc

1.29 13.9 Mil
Industrials