VY® Columbia Small Cap Value & Inflection Portfolio Class I ICISX

Morningstar Medalist Rating

Strategy

The investment seeks long-term growth of capital. Under normal market conditions, the Portfolio invests at least 80% of its net assets (plus borrowings for investment purposes) in equity securities of companies that have market capitalizations in the range of the companies within the Russell 2000® Value Index (which measures the performance of the small-cap value segment of the U.S. equity universe), at the time of purchase, that the sub-adviser ("Sub-Adviser") believes are undervalued and have the potential for long-term growth.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
ICSSX
VY® Columbia Small Cap Value & Inflection Portfolio Class SNo LoadOpen $16.47M1.180%Above Average$0$962,013.45
ICISX
VY® Columbia Small Cap Value & Inflection Portfolio Class IInstitutionalOpen $14.14M0.930%Average$0−$7.48M
ICSAX
VY® Columbia Small Cap Value & Inflection Portfolio Class ALevel LoadOpen $26.02M1.430%Low$0−$1.54M
ICVPX
VY® Columbia Small Cap Value & Inflection Portfolio Class S2Level LoadOpen $2.01M1.330%Low$0−$271,114.44
VYRDX
VY® Columbia Small Cap Value & Inflection Portfolio Class R6Retirement, LargeOpen $44.26M0.910%Above Average$0$33.88M

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