Advertisement
Skip to Content
Morningstar

VY® Baron Growth S2 IBCGX

Morningstar Analyst Rating
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%

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

Morningstar’s Analysis IBCGX

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

People Pillar

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

Summary

|

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.

Unlock our full analysis with Morningstar Investor