Skip to Content
Morningstar

Voya Large Cap Value C IEDCX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 11.36  /  −0.09 %
  • Total Assets 706.3 Mil
  • Adj. Expense Ratio
    1.850%
  • Expense Ratio 1.850%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield 0.57%
  • Turnover 80%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis IEDCX

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

  • People Pillar

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

Voya Large Cap Value C's Average People Pillar and Process Pillar ratings are n't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative.

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 highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IEDCX

More IEDCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 28.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&T Inc

3.99 29.0 Mil
Communication Services

Bank of America Corp

3.83 27.9 Mil
Financial Services

Philip Morris International Inc

3.13 22.8 Mil
Consumer Defensive

Raymond James Financial Inc

2.77 20.1 Mil
Financial Services

Bank of New York Mellon Corp

2.70 19.7 Mil
Financial Services

Welltower Inc

2.46 17.9 Mil
Real Estate

Abbott Laboratories

2.36 17.1 Mil
Healthcare

Thermo Fisher Scientific Inc

2.34 17.0 Mil
Healthcare

ConocoPhillips

2.25 16.4 Mil
Energy

Intercontinental Exchange Inc

2.25 16.3 Mil
Financial Services