Skip to Content

Voya Balanced Port I IBPIX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 15.00  /  −0.20 %
  • Total Assets 310.8 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.12%
  • Turnover 136%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:21 AM GMT+0

Morningstar’s Analysis IBPIX

Will IBPIX outperform in future?

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Voya Balanced Port I to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IBPIX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 46.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Voya US Stock Index Port I

20.00 60.0 Mil

Voya Short Term Bond R6

7.27 21.8 Mil

2 Year Treasury Note Future June 24

6.89 20.7 Mil
Government

5 Year Treasury Note Future June 24

2.20 6.6 Mil
Government

Vanguard FTSE Emerging Markets ETF

2.05 6.2 Mil

Voya Small Company R6

2.01 6.0 Mil

Vanguard Long-Term Treasury ETF

1.95 5.9 Mil

Microsoft Corp

1.54 4.6 Mil
Technology

Voya VACS Series Hyb

1.36 4.1 Mil

Apple Inc

1.35 4.0 Mil
Technology