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Voya MidCap Opportunities W IMOWX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 23.84  /  −0.79 %
  • Total Assets 703.2 Mil
  • Adj. Expense Ratio
    1.010%
  • Expense Ratio 1.010%
  • Distribution Fee Level Average
  • Share Class Type No Load
  • Category Mid-Cap Growth
  • Investment Style Mid Growth
  • Min. Initial Investment 1,000
  • Status Open
  • TTM Yield
  • Turnover 60%

USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:17 PM GMT+0

Morningstar’s Analysis IMOWX

Will IMOWX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Organizational changes spur a downgrade here.

Senior Analyst Jack Shannon

Jack Shannon

Senior Analyst

Summary

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.

Rated on Published on

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Portfolio Holdings IMOWX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Apollo Global Management Inc Class A

3.59 27.0 Mil
Financial Services

CrowdStrike Holdings Inc Class A

3.15 23.7 Mil
Technology

Ross Stores Inc

3.15 23.7 Mil
Consumer Cyclical

Copart Inc

2.59 19.5 Mil
Industrials

DexCom Inc

2.44 18.4 Mil
Healthcare

TransDigm Group Inc

2.34 17.6 Mil
Industrials

LPL Financial Holdings Inc

2.29 17.2 Mil
Financial Services

Verisk Analytics Inc

2.24 16.9 Mil
Industrials

The Trade Desk Inc Class A

2.20 16.6 Mil
Technology

Ulta Beauty Inc

2.14 16.1 Mil
Consumer Cyclical