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Voya Russell Mid Cap Index Port S2 IRMTX

Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 10.36  /  −0.86 %
  • Total Assets 1.0 Bil
  • 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
  • Status Open
  • TTM Yield 0.98%
  • Turnover 22%

USD | NAV as of Jul 18, 2024 | 1-Day Return as of Jul 18, 2024, 12:08 AM GMT+0

Morningstar’s Analysis IRMTX

Will IRMTX outperform in future?

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

Voya Russell Mid Cap Index Port S2’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 IRMTX

  • 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

iShares Russell Mid-Cap ETF

0.94 9.2 Mil

Arthur J. Gallagher & Co

0.51 5.1 Mil
Financial Services

Hilton Worldwide Holdings Inc

0.49 4.9 Mil
Consumer Cyclical

Williams Companies Inc

0.47 4.7 Mil
Energy

Aflac Inc

0.47 4.6 Mil
Financial Services

Palantir Technologies Inc Ordinary Shares - Class A

0.47 4.6 Mil
Technology

Simon Property Group Inc

0.45 4.4 Mil
Real Estate

Digital Realty Trust Inc

0.45 4.4 Mil
Real Estate

Microchip Technology Inc

0.45 4.4 Mil
Technology

Ross Stores Inc

0.44 4.3 Mil
Consumer Cyclical