Skip to Content
Morningstar

VY® Baron Growth I IBGIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 27.16  /  +2.34 %
  • Total Assets 447.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.000%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 1%

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

Morningstar’s Analysis IBGIX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IBGIX

More IBGIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 66.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

9.60 42.1 Mil
Financial Services

Gartner Inc

9.41 41.3 Mil
Technology

Arch Capital Group Ltd

8.66 38.0 Mil
Financial Services

Choice Hotels International Inc

7.01 30.7 Mil
Consumer Cyclical

FactSet Research Systems Inc

5.81 25.5 Mil
Financial Services

CoStar Group Inc

5.67 24.8 Mil
Real Estate

Vail Resorts Inc

5.50 24.1 Mil
Consumer Cyclical

Kinsale Capital Group Inc

5.37 23.5 Mil
Financial Services

Primerica Inc

4.80 21.0 Mil
Financial Services

Ansys Inc

4.62 20.3 Mil
Technology