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Morningstar

Voya Index Plus SmallCap Port S IPSSX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 21.10  /  +0.81 %
  • Total Assets 221.6 Mil
  • Adj. Expense Ratio
    0.850%
  • Expense Ratio 0.850%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment —
  • Status Open
  • TTM Yield 0.68%
  • Turnover 57%

USD | NAV as of Apr 22, 2024 | 1-Day Return as of Apr 22, 2024, 10:14 PM GMT+0

Morningstar’s Analysis IPSSX

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

  • People Pillar

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

Voya Index Plus SmallCap 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 portfolio maintains a 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 IPSSX

More IPSSX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 9.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-Mini Russ 2000 Jun24

1.97 4.7 Mil
—

Morgan Stanley Instl Lqudty Govt Instl

1.81 4.3 Mil
Cash and Equivalents

SM Energy Co

0.88 2.1 Mil
Energy

Boise Cascade Co

0.87 2.1 Mil
Basic Materials

Installed Building Products Inc

0.85 2.0 Mil
Consumer Cyclical

Abercrombie & Fitch Co Class A

0.84 2.0 Mil
Consumer Cyclical

Mr. Cooper Group Inc

0.78 1.9 Mil
Financial Services

Essential Properties Realty Trust Inc

0.77 1.8 Mil
Real Estate

ATI Inc

0.74 1.8 Mil
Industrials

Franklin Electric Co Inc

0.72 1.7 Mil
Industrials