Advertisement
Skip to Content
Morningstar

Voya Intermediate Bond Port S2 IIBTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 10.86  /  0.28 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.950%
  • 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 2.55%
  • Effective Duration 6.34 years

USD | NAV as of Feb 01, 2023 | 1-Day Return as of Feb 01, 2023, 1:08 AM GMT+00:00

Morningstar’s Analysis IIBTX

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

People Pillar

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

Summary

|

A sound investment process and strong management team underpin Voya Intermediate Bond Port S2's Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

Unlock our full analysis with Morningstar Investor