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Morningstar

Voya Index Plus LargeCap Port I IPLIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 27.22  /  −0.51 %
  • Total Assets 842.8 Mil
  • Adj. Expense Ratio
    0.550%
  • Expense Ratio 0.550%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.77%
  • Turnover 59%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IPLIX

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

  • People Pillar

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

Voya Index Plus LargeCap Port I'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 portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPLIX

More IPLIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

6.48 57.0 Mil
Technology

NVIDIA Corp

5.41 47.6 Mil
Technology

Apple Inc

5.19 45.6 Mil
Technology

Alphabet Inc Class A

3.65 32.1 Mil
Communication Services

Amazon.com Inc

3.48 30.6 Mil
Consumer Cyclical

Meta Platforms Inc Class A

2.37 20.9 Mil
Communication Services

Merck & Co Inc

1.37 12.0 Mil
Healthcare

E-mini S&P 500 Future June 24

1.24 10.9 Mil
—

Morgan Stanley Instl Lqudty Govt Instl

1.17 10.3 Mil
Cash and Equivalents

Salesforce Inc

1.10 9.7 Mil
Technology