Morningstar

Voya MidCap Opportunities Fund Class R6 IMOZX

Morningstar Medalist Rating
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Medalist Rating as of See Voya Investment Hub
  • NAV / 1-Day Return $23.61  /  −2.60 %
  • Fund Size $674.8M
  • Adjusted Expense Ratio 0.830%
  • Net Expense Ratio 0.840%
  • Fee Level: Distribution Above Average
  • Share Class Type Retirement, Large
  • Morningstar Category Mid-Cap Growth
  • Equity Style Box (Funds) Mid Growth
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 0.00%
  • Turnover Ratio 81%
NAV and 1-Day Return as of

Morningstar’s Analysis IMOZX

Will IMOZX outperform in the 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 IMOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A new team brings much needed stability.

Associate Analyst Elijah Broadbent

Elijah Broadbent

Associate Analyst

Summary

Voya MidCap Opportunities changes gears with new management, spurring an upgrade of the People rating to Average from Below Average, while the Process rating remains Average.

by Elijah Broadbent
Rated on Published on

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Portfolio Holdings IMOZX

More IMOZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
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Teradyne Inc

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