Morningstar

Voya Large Cap Value Fund Class R6 IEDZX

Morningstar Medalist Rating
Unlock
Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $15.39  /  −0.32 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 0.610%
  • Net Expense Ratio 0.620%
  • Fee Level: Distribution Average
  • Share Class Type Retirement, Large
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.84%
  • Turnover Ratio 132%
NAV and 1-Day Return as of

Morningstar’s Analysis IEDZX

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

  • People Pillar

    The People Pillar is our evaluation of the IEDZX 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 IEDZX’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 R6 holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IEDZX

More IEDZX 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

Sponsor Center