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VY® Baron Growth S IBSSX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 24.44  /  +0.33 %
  • Total Assets 493.8 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield
  • Turnover 1%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis IBSSX

Will IBSSX 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 S'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 second-costliest quintile among peers.

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Portfolio Holdings IBSSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 65.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

MSCI Inc

10.61 50.3 Mil
Financial Services

Choice Hotels International Inc

7.21 34.2 Mil
Consumer Cyclical

Gartner Inc

7.14 33.8 Mil
Technology

FactSet Research Systems Inc

6.92 32.8 Mil
Financial Services

Vail Resorts Inc

6.84 32.4 Mil
Consumer Cyclical

Arch Capital Group Ltd

6.53 31.0 Mil
Financial Services

Kinsale Capital Group Inc

6.12 29.0 Mil
Financial Services

CoStar Group Inc

5.45 25.8 Mil
Real Estate

Iridium Communications Inc

4.75 22.5 Mil
Communication Services

Ansys Inc

4.27 20.2 Mil
Technology