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Morningstar

Voya Russell Large Cap Index Port A IRLIX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 27.07  /  0.30 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.860%
  • Expense Ratio 0.860%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Large Blend
  • Investment Style Large Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.26%
  • Turnover 23%

USD | NAV as of Jan 28, 2023 | 1-Day Return as of Jan 28, 2023, 12:44 AM GMT+00:00

Morningstar’s Analysis IRLIX

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

People Pillar

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

Summary

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Voya Russell Large Cap Index Port A’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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