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VY® Morgan Stanley Global Franchise S2 IGFSX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 14.22  /  0.70 %
  • Total Assets 304.3 Mil
  • Adj. Expense Ratio
    1.350%
  • Expense Ratio 1.350%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Blend
  • Investment Style Large Growth
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.35%
  • Turnover 14%

Morningstar’s Analysis IGFSX

Will IGFSX 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 ® Morgan Stanley Global Franchise S2's Morningstar Medalist Rating of Bronze.

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.

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Portfolio Holdings IGFSX

  • Current Portfolio Date
  • Equity Holdings 33
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 53.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
7.62
25,363,419
Technology
6.56
21,850,480
Consumer Defensive
6.02
20,045,547
Technology
5.64
18,789,436
Technology
5.62
18,711,927
Consumer Defensive
5.37
17,872,032
Financial Services
4.73
15,738,240
Healthcare
4.42
14,724,307
Healthcare
3.91
13,028,060
Financial Services
3.58
11,910,547
Healthcare