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VY® Baron Growth A IBSAX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 20.39  /  −1.69 %
  • Total Assets 478.2 Mil
  • Adj. Expense Ratio
    1.490%
  • Expense Ratio 1.490%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 1%

USD | NAV as of Apr 12, 2024 | 1-Day Return as of Apr 12, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IBSAX

Will IBSAX outperform in future?

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

A sound investment process and strong management team underpin VY ® Baron Growth A's Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

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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Portfolio Holdings IBSAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 64.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

10.88 54.0 Mil
Financial Services

Gartner Inc

8.91 44.2 Mil
Technology

FactSet Research Systems Inc

7.21 35.8 Mil
Financial Services

Choice Hotels International Inc

6.35 31.5 Mil
Consumer Cyclical

Vail Resorts Inc

6.28 31.2 Mil
Consumer Cyclical

CoStar Group Inc

5.92 29.4 Mil
Real Estate

Arch Capital Group Ltd

5.79 28.7 Mil
Financial Services

Ansys Inc

4.83 24.0 Mil
Technology

Kinsale Capital Group Inc

4.66 23.1 Mil
Financial Services

Iridium Communications Inc

3.96 19.7 Mil
Communication Services