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Morningstar

VY® BlackRock Inflation Protected Bd I IBRIX

Morningstar Analyst Rating
Quantitative rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.37  /  0.54 %
  • Total Assets 252.1 Mil
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.570%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Inflation-Protected Bond
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 4.32%
  • Effective Duration 6.96 years

USD | NAV as of Feb 09, 2023 | 1-Day Return as of Feb 09, 2023, 12:09 AM GMT+00:00

Morningstar’s Analysis IBRIX

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

People Pillar

The People Pillar is our evaluation of the IBRIX 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 IBRIX’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 I 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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