Morningstar

Voya Large Cap Value Fund Class R2 IEDBX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $13.03  /  −0.31 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 1.010%
  • Net Expense Ratio 1.020%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Medium
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $0
  • Investment Status Open
  • TTM Yield 0.48%
  • Turnover Ratio 132%
NAV and 1-Day Return as of

Morningstar’s Analysis IEDBX

Will IEDBX outperform in the 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 IEDBX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Large Cap Value R2 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IEDBX

More IEDBX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 34.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amazon.com Inc

7.22 178M
Consumer Cyclical

Microsoft Corp

6.18 152M
Technology

JPMorgan Chase & Co

3.82 94M
Financial Services

Philip Morris International Inc

2.85 70M
Consumer Defensive

Apple Inc

2.81 69M
Technology

Chevron Corp

2.73 67M
Energy

Coca-Cola Co

2.37 59M
Consumer Defensive

Merck & Co Inc

2.33 58M
Healthcare

AbbVie Inc

2.25 55M
Healthcare

Welltower Inc

2.25 55M
Real Estate

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