Advertisement
Skip to Content
Morningstar

Voya Russell Small Cap Index Port A IRSIX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 11.97  /  2.66 %
  • Total Assets 579.8 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Blend
  • Investment Style Small Blend
  • Min. Initial Investment 0
  • Status Open
  • TTM Yield 1.58%
  • Turnover 14%

USD | NAV as of Jun 06, 2023 | 1-Day Return as of Jun 06, 2023, 10:24 PM GMT+0

Morningstar’s Analysis IRSIX

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

People Pillar

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

Voya Russell Small Cap Index Port A's Average Process and People Pillar ratings aren't enough to prevent other weaknesses from sending this strategy to a Morningstar Medalist Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings IRSIX

More IRSIX Holdings
  • Current Portfolio Date
  • Equity Holdings 1777
  • Bond Holdings 0
  • Other Holdings 10
  • % Assets in Top 10 Holdings 3.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

E-mini Russell 2000 Index Future June 23

0.65
3,727,080
—

ShockWave Medical Inc

0.45
2,587,067
Healthcare

Morgan Stanley Instl Lqudty Govt Instl

0.40
2,286,000
Cash and Equivalents

EMCOR Group Inc

0.36
2,037,978
Industrials

Iridium Communications Inc

0.35
2,015,998
Communication Services

Saia Inc

0.35
1,980,766
Industrials

Apellis Pharmaceuticals Inc

0.34
1,954,431
Healthcare

Inspire Medical Systems Inc

0.33
1,871,269
Healthcare

Texas Roadhouse Inc

0.33
1,859,522
Consumer Cyclical

Crocs Inc

0.32
1,847,506
Consumer Cyclical