Voya Russell Mid Cap Index Port S2’s management team is just average, but a solid investment process still helps this strategy retain its Morningstar Medalist Rating of Bronze. The portfolio maintains a sizable cost advantage over competitors, priced within the second-lowest fee quintile among peers.
- NAV / 1-Day Return 9.43 / 2.39 %
- Total Assets 931.0 Mil
-
Adj. Expense Ratio
0.800%
- Expense Ratio 0.800%
- Distribution Fee Level Low
- Share Class Type Level Load
- Category Mid-Cap Blend
- Investment Style Mid Blend
- Min. Initial Investment 0
- Status Open
- TTM Yield 1.48%
- Turnover 18%
Morningstar’s Analysis IRMTX
Will IRMTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 815
- Bond Holdings 2
- Other Holdings 5
- % Assets in Top 10 Holdings 5.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector