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Morningstar

Voya Index Plus MidCap Port I IPMIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 17.21  /  0.29 %
  • Total Assets 446.1 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.11%
  • Turnover 58%

USD | NAV as of Sep 29, 2023 | 1-Day Return as of Sep 29, 2023, 11:53 PM GMT+0

Morningstar’s Analysis IPMIX

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

People Pillar

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

Voya Index Plus MidCap 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-cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings IPMIX

More IPMIX Holdings
  • Current Portfolio Date
  • Equity Holdings 321
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 10.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini S&P MidCap 400 Future Sept 23

1.65
7,946,100
—

Morgan Stanley Instl Lqudty Govt Instl

1.60
7,676,000
Cash and Equivalents

Builders FirstSource Inc

1.31
6,282,118
Industrials

Reliance Steel & Aluminum Co

1.07
5,160,056
Basic Materials

Owens-Corning Inc

1.03
4,947,770
Industrials

Jabil Inc

0.96
4,619,479
Technology

AECOM

0.96
4,601,434
Industrials

Saia Inc

0.96
4,597,419
Industrials

Lattice Semiconductor Corp

0.91
4,389,538
Technology

Graco Inc

0.85
4,072,278
Industrials