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Voya Balanced Port S IBPSX

Quantitative rating as of
  • NAV / 1-Day Return 13.71  /  0.15 %
  • Total Assets 305.6 Mil
  • Adj. Expense Ratio
    0.940%
  • 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.

Summary

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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.

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