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Morningstar

Voya Index Plus SmallCap Port I IPSIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 20.17  /  1.10 %
  • Total Assets 214.7 Mil
  • Adj. Expense Ratio
    0.600%
  • Expense Ratio 0.600%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 1.07%
  • Turnover 57%

USD | NAV as of Dec 07, 2023 | 1-Day Return as of Dec 07, 2023, 11:17 PM GMT+0

Morningstar’s Analysis IPSIX

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

People Pillar

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

Voya Index Plus SmallCap 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 IPSIX

More IPSIX Holdings
  • Current Portfolio Date
  • Equity Holdings 472
  • Bond Holdings 0
  • Other Holdings 5
  • % Assets in Top 10 Holdings 8.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Morgan Stanley Instl Lqudty Govt Instl

1.22
2,373,000
Cash and Equivalents

E-mini Russell 2000 Index Future Dec 23

1.07
2,085,500
—

Applied Industrial Technologies Inc

1.01
1,971,682
Industrials

SM Energy Co

0.87
1,699,488
Energy

Rambus Inc

0.79
1,543,461
Technology

Essential Properties Realty Trust Inc

0.78
1,527,610
Real Estate

Mueller Industries Inc

0.77
1,499,878
Industrials

Boise Cascade Co

0.76
1,485,188
Basic Materials

Assured Guaranty Ltd

0.75
1,465,963
Financial Services

Asbury Automotive Group Inc

0.70
1,364,277
Consumer Cyclical