Morningstar

Voya Balanced Income Fund Class R IIFAX

Medalist Rating as of Aug 31, 2026 See Voya Investment Hub

Strategy

The investment seeks to maximize income while maintaining prospects for capital appreciation. Under normal circumstances, the fund manager intends to invest approximately 60% of its assets in debt instruments and approximately 40% of its assets in equity securities (the “Target Allocation”). The sub-adviser (the “Sub-Adviser”) may deviate from the Target Allocation within the range of +/- 15% relative to the Target Allocation for either the Debt Portion or the Equity Portion to adjust portfolio exposures and risk in response to changing market conditions.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
IIFSX	Voya Balanced Income Fund Class R3	No Load	Open			Apr 28, 2006	$23,235.00	0.830%	Above Average	$0	−$9.23M
IIFIX	Voya Balanced Income Fund Class I	Institutional	Open			Apr 28, 2006	$203.47M	0.580%	Below Average	$0	−$128.62M
IIFTX	Voya Balanced Income Fund Class A	Front Load	Open			May 3, 2006	$15,684.00	0.830%	Below Average	$0	$11,390.56
IIFAX	Voya Balanced Income Fund Class R	Level Load	Open			Dec 29, 2006	$40.09M	1.080%	Low	$0	−$7.40M

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