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Morningstar

Voya Index Plus MidCap Port S IPMSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 20.18  /  +1.51 %
  • Total Assets 503.1 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.84%
  • Turnover 58%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis IPMSX

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

  • People Pillar

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

Voya Index Plus MidCap Port S's Average Process Pillar and People 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 IPMSX

More IPMSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Pure Storage Inc Class A

1.14 5.6 Mil
Technology

Owens-Corning Inc

1.05 5.1 Mil
Industrials

Morgan Stanley Instl Lqudty Govt Instl

1.02 5.0 Mil
Cash and Equivalents

E-mini S&P MidCap 400 Future Sept 24

0.97 4.7 Mil
—

Equitable Holdings Inc

0.95 4.6 Mil
Financial Services

Reinsurance Group of America Inc

0.93 4.5 Mil
Financial Services

TopBuild Corp

0.92 4.5 Mil
Industrials

AECOM

0.90 4.4 Mil
Industrials

US Foods Holding Corp

0.90 4.4 Mil
Consumer Defensive

RPM International Inc

0.87 4.3 Mil
Basic Materials