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Morningstar

Voya Russell Mid Cap Index Port S IRMCX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.27  /  1.14 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Low
  • Share Class Type No Load
  • Category Mid-Cap Blend
  • Investment Style Mid Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 0.76%
  • Turnover 33%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 12:40 AM GMT+00:00

Morningstar’s Analysis IRMCX

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

People Pillar

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

Summary

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Voya Russell Mid Cap Index Port S’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Quantitative Rating of Bronze. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

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