Morningstar

Voya Balanced Income Portfolio Class S IIFSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.41  /  +0.39 %
  • Total Assets 262.8M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.850%
  • Distribution Fee Level Above Average
  • Share Class Type No Load
  • Category Moderately Conservative Allocation
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.23%
  • Turnover 117%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 1:34 AM GMT+0

Morningstar’s Analysis IIFSX

Will IIFSX outperform in the 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 IIFSX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Voya Balanced Income S holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings IIFSX

More IIFSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 13.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Alphabet Inc Class A

3.56 2M
Communication Services

Johnson & Johnson

1.50 842,734
Healthcare

Micron Technology Inc

1.50 841,857
Technology

Qualcomm Inc

1.14 639,097
Technology

Morgan Stanley Instl Lqudty Govt Instl

1.06 595,000
Cash and Equivalents

Merck & Co Inc

0.99 558,459
Healthcare

Cisco Systems Inc

0.98 549,356
Technology

Philip Morris International Inc

0.98 548,459
Consumer Defensive

HSBC Holdings PLC

0.96 539,552
Financial Services

iShares Russell 1000 Value ETF

0.95 534,220
—

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