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Morningstar

VY® BlackRock Inflation Protected Bd A IBRAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 9.03  /  0.56 %
  • Total Assets 255.5 Mil
  • Adj. Expense Ratio
    1.180%
  • Expense Ratio 1.170%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.23%
  • Effective Duration 6.96 years

USD | NAV as of Feb 02, 2023 | 1-Day Return as of Feb 02, 2023, 1:03 AM GMT+00:00

Morningstar’s Analysis IBRAX

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

People Pillar

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

Summary

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A middling Parent Pillar and a subpar Process Pillar help limit VY® BlackRock Inflation Protected Bd A to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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