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Morningstar

VY® Invesco Global S2 IOGPX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 13.96  /  0.00
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Global Large-Stock Growth
  • Investment Style Large Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 13%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 10:17 PM GMT+0

Morningstar’s Analysis IOGPX

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

People Pillar

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

Subpar so far.

null Gregg Wolper

Gregg Wolper

Summary

VY Invesco Global has a reasonable approach, but its top-heavy nature raises individual-stock risk, and performance under its current leadership has been subpar. The Morningstar Medalist Rating of its I share class has been downgraded to Neutral from Bronze, while the other share classes remain at Neutral.

by Gregg Wolper
Rated on Published on

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Portfolio Holdings IOGPX

More IOGPX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 0
  • Other Holdings 6
  • % Assets in Top 10 Holdings 53.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
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