Skip to Content
Morningstar

Voya Multi-Manager Mid Cap Value I IMCVX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.89  /  −0.50 %
  • Total Assets 171.0 Mil
  • Adj. Expense Ratio
    0.780%
  • Expense Ratio 0.780%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 250,000
  • Status Open
  • TTM Yield 0.89%
  • Turnover 133%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IMCVX

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

  • People Pillar

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit Voya Multi-Manager Mid Cap Value I to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IMCVX

More IMCVX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 14.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

BlackRock Liquidity FedFund Instl

1.64 2.5 Mil
Cash and Equivalents

Coterra Energy Inc Ordinary Shares

1.62 2.5 Mil
Energy

Packaging Corp of America

1.53 2.3 Mil
Consumer Cyclical

Textron Inc

1.53 2.3 Mil
Industrials

NNN REIT Inc

1.47 2.3 Mil
Real Estate

The Hartford Financial Services Group Inc

1.47 2.3 Mil
Financial Services

Willis Towers Watson PLC

1.44 2.2 Mil
Financial Services

Quest Diagnostics Inc

1.44 2.2 Mil
Healthcare

American Financial Group Inc

1.40 2.1 Mil
Financial Services

Target Corp

1.38 2.1 Mil
Consumer Defensive