Substantial personnel restructuring on Voya’s equity investment team creates execution concerns on Voya MidCap Opportunities, meriting a downgrade of its People rating to Below Average from Average. As a result, most of the fund’s share classes retain their Neutral Morningstar Medalist Ratings, though four are Negative.
Voya MidCap Opportunities Port S2 IMOPX
- NAV / 1-Day Return 3.36 / +0.30 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.060%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Mid-Cap Growth
- Investment Style Mid Growth
- Min. Initial Investment —
- Status Open
- TTM Yield —
- Turnover 74%
USD | NAV as of Apr 24, 2024 | 1-Day Return as of Apr 24, 2024, 10:18 PM GMT+0
Morningstar’s Analysis IMOPX
Will IMOPX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 26.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Apollo Global Management Inc Class A | 3.59 | 41.5 Mil | Financial Services |
CrowdStrike Holdings Inc Class A | 3.15 | 36.4 Mil | Technology |
Ross Stores Inc | 3.15 | 36.4 Mil | Consumer Cyclical |
Copart Inc | 2.63 | 30.4 Mil | Industrials |
DexCom Inc | 2.43 | 28.1 Mil | Healthcare |
TransDigm Group Inc | 2.35 | 27.1 Mil | Industrials |
LPL Financial Holdings Inc | 2.30 | 26.5 Mil | Financial Services |
Verisk Analytics Inc | 2.23 | 25.8 Mil | Industrials |
The Trade Desk Inc Class A | 2.20 | 25.4 Mil | Technology |
Rockwell Automation Inc | 2.14 | 24.7 Mil | Industrials |