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Morningstar

VY® T. Rowe Price Divers Mid Cap Gr S IAXSX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.36  /  0.24 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.030%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.00
  • Turnover 31%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:44 AM GMT+00:00

Morningstar’s Analysis IAXSX

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

People Pillar

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

Summary

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VY® T. Rowe Price Divers Mid Cap Gr S’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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