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VY® Baron Growth S2 IBCGX

Quantitative rating as of
  • NAV / 1-Day Return 21.23  /  0.47 %
  • Total Assets 503.6 Mil
  • Adj. Expense Ratio
    1.390%
  • Expense Ratio 1.390%
  • 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 1%

Morningstar’s Analysis IBCGX

Will IBCGX outperform in future?

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

Summary

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A sound investment process and strong management team underpin VY® Baron Growth S2's Morningstar Quantitative Rating of Silver. 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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