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Morningstar

Voya Russell Mid Cap Index Port I IIRMX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.86  /  +1.31 %
  • Total Assets 998.9 Mil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.27%
  • Turnover 22%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis IIRMX

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

  • People Pillar

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

Voya Russell Mid Cap Index Port I’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Silver.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IIRMX

More IIRMX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 5.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

iShares Russell Mid-Cap ETF

0.94 9.2 Mil
—

Arthur J. Gallagher & Co

0.51 5.1 Mil
Financial Services

Hilton Worldwide Holdings Inc

0.49 4.9 Mil
Consumer Cyclical

Williams Companies Inc

0.47 4.7 Mil
Energy

Aflac Inc

0.47 4.6 Mil
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

0.47 4.6 Mil
Technology

Simon Property Group Inc

0.45 4.4 Mil
Real Estate

Digital Realty Trust Inc

0.45 4.4 Mil
Real Estate

Microchip Technology Inc

0.45 4.4 Mil
Technology

Ross Stores Inc

0.44 4.3 Mil
Consumer Cyclical