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Morningstar

Voya Balanced Income S2 IIFTX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 8.61  /  0.23 %
  • Total Assets 246.1 Mil
  • Adj. Expense Ratio
    1.000%
  • Expense Ratio 1.020%
  • Distribution Fee Level Low
  • 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 2.17%
  • Turnover 133%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:09 AM GMT+00:00

Morningstar’s Analysis IIFTX

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

People Pillar

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

Summary

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Voya Balanced Income S2's Average People Pillar and Process 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-highest quintile among peers.

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