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Morningstar

Voya Large Cap Value Port A IPEAX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 5.06  /  0.00
  • Total Assets 507.9 Mil
  • Adj. Expense Ratio
    1.240%
  • Expense Ratio 1.240%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.20%
  • Turnover 74%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:21 PM GMT+0

Morningstar’s Analysis IPEAX

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

People Pillar

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

Voya Large Cap Value Port A's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPEAX

More IPEAX Holdings
  • Current Portfolio Date
  • Equity Holdings 61
  • Bond Holdings 1
  • Other Holdings 7
  • % Assets in Top 10 Holdings 30.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

AT&T Inc

4.15
20,028,562
Communication Services

Philip Morris International Inc

3.83
18,512,380
Consumer Defensive

Bank of America Corp

3.18
15,340,100
Financial Services

Johnson & Johnson

3.01
14,546,814
Healthcare

Intercontinental Exchange Inc

3.00
14,493,871
Financial Services

Bank of New York Mellon Corp

2.89
13,935,368
Financial Services

The Cigna Group

2.85
13,784,445
Healthcare

Arthur J. Gallagher & Co

2.73
13,173,075
Financial Services

The Hartford Financial Services Group Inc

2.53
12,215,323
Financial Services

Mondelez International Inc Class A

2.52
12,152,117
Consumer Defensive