The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Balanced Port S to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 13.71 / 0.15 %
- Total Assets 305.6 Mil
Adj. Expense Ratio
- Expense Ratio 0.980%
- Distribution Fee Level Above Average
- Share Class Type No Load
- Category Allocation—50% to 70% Equity
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium / Moderate
- Status Open
- TTM Yield 1.51%
- Turnover 101%
Morningstar’s Analysis IBPSX
Will IBPSX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.