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Morningstar

Voya Large Cap Value Port S2 IPETX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 5.29  /  1.15 %
  • Total Assets 523.3 Mil
  • Adj. Expense Ratio
    1.040%
  • Expense Ratio 1.040%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.54%
  • Turnover 82%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis IPETX

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

People Pillar

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

Summary

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Voya Large Cap Value Port S2's Average Process Pillar and People Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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