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Morningstar

Voya High Yield Port S IPHYX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 8.67  /  +0.17 %
  • Total Assets 443.4 Mil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category High Yield Bond
  • Credit Quality / Interest Rate Sensitivity Low/Limited
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 5.95%
  • Effective Duration 2.84 years

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis IPHYX

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

  • People Pillar

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

Voya High Yield Port S's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPHYX

More IPHYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Royal Caribbean Group 5.375%

0.99 4.3 Mil
Corporate

CSC Holdings, LLC 11.25%

0.79 3.4 Mil
Corporate

Sirius Xm Radio Inc 5%

0.78 3.4 Mil
Corporate

Tibco Software Inc 6.5%

0.70 3.0 Mil
Corporate

Viking Cruises, Ltd. 5.875%

0.66 2.9 Mil
Corporate

Carvana Co 12%

0.65 2.8 Mil
Corporate

CCO Holdings, LLC/ CCO Holdings Capital Corp. 4.5%

0.65 2.8 Mil
Corporate

Hub International Ltd

0.61 2.6 Mil
Corporate

Carnival Corporation 6%

0.60 2.6 Mil
Corporate

DISH Network Corporation 11.75%

0.57 2.5 Mil
Corporate