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Voya Russell Mid Cap Growth Idx Port S2 IRGVX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
45.43  /  0.64 %
Total Assets
657.6 Mil
Adj. Expense Ratio
0.800%
Expense Ratio
0.800%
Fee Level
Low
Longest Manager Tenure
9.12 years
Category
Mid-Cap Growth
Investment Style
Mid Growth
Min. Initial Investment
0
Status
Open
TTM Yield
0.00%
Turnover
35%

USD | NAV as of Jun 11, 2021 | 1-Day Return as of Jun 11, 2021, 9:55 PM GMT+00:00

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Morningstar’s Analysis

Will IRGVX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable IRGVX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the IRGVX 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

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The Parent Pillar is our rating of IRGVX’s parent organization’s priorities and whether they’re in line with investors’ interests.

There are cheaper and more tax-efficient alternatives.

Director

Summary

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Voya Russell Mid Cap Growth Index charges more than it should and it isn't as tax-efficient as some of its index peers. That said, it still enjoys a durable cost advantage over most of its Morningstar Category peers. Its broad, market-cap-weighted portfolio effectively diversifies risk, promotes low turnover, and accurately represents its target market segment. It warrants a Morningstar Analyst Rating of Bronze.

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