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Morningstar

Voya Intermediate Bond Port A IIBPX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.85  /  0.07 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    1.030%
  • Expense Ratio 1.050%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Intermediate Core-Plus Bond
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 2.44%
  • Effective Duration 6.34 years

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:44 AM GMT+00:00

Morningstar’s Analysis IIBPX

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

People Pillar

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

Summary

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A strong Process Pillar rating isn't sufficient for Voya Intermediate Bond Port A to overcome lower marks in Parent and other areas. This strategy retains its Morningstar Quantitative Rating of Neutral. 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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