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Voya Russell Mid Cap Index Port A IRMAX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 9.74  /  +0.31 %
  • Total Assets 939.2 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment
  • Status Open
  • TTM Yield 0.87%
  • Turnover 22%

USD | NAV as of Jun 19, 2024 | 1-Day Return as of Jun 19, 2024, 12:05 AM GMT+0

Morningstar’s Analysis IRMAX

Will IRMAX outperform in future?

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

Voya Russell Mid Cap Index Port A’s management team is rated Average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings IRMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 6.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amphenol Corp Class A

0.69 6.5 Mil
Technology

Trane Technologies PLC Class A

0.67 6.3 Mil
Industrials

TransDigm Group Inc

0.64 6.0 Mil
Industrials

Constellation Energy Corp

0.62 5.9 Mil
Utilities

KKR & Co Inc Ordinary Shares

0.61 5.8 Mil
Financial Services

Parker Hannifin Corp

0.61 5.7 Mil
Industrials

CrowdStrike Holdings Inc Class A

0.60 5.7 Mil
Technology

iShares Russell Mid-Cap ETF

0.58 5.5 Mil

Phillips 66

0.56 5.3 Mil
Energy

Apollo Global Management Inc Class A

0.54 5.1 Mil
Financial Services