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Morningstar

Voya Balanced Income A IIFAX

Morningstar Analyst Rating
Quantitative rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 8.20  /  0.73 %
  • Total Assets 248.3 Mil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.220%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 2.11%
  • Turnover 133%

USD | NAV as of Feb 04, 2023 | 1-Day Return as of Feb 04, 2023, 1:07 AM GMT+00:00

Morningstar’s Analysis IIFAX

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

People Pillar

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

Summary

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Voya Balanced Income A's Average Process Pillar and People Pillar ratings hold this strategy's 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 second-costliest quintile among peers.

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