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Morningstar

Voya SmallCap Opportunities Port S2 ISCTX

Morningstar Medalist Rating
Medalist Rating as of | See Voya Investment Hub
  • NAV / 1-Day Return 14.04  /  1.75 %
  • Total Assets 183.3 Mil
  • Adj. Expense Ratio
    1.260%
  • Expense Ratio 1.260%
  • Distribution Fee Level Low
  • Share Class Type Level Load
  • Category Small Growth
  • Investment Style Small Growth
  • Min. Initial Investment —
  • Status Open
  • TTM Yield —
  • Turnover 179%

USD | NAV as of Oct 03, 2023 | 1-Day Return as of Oct 03, 2023, 10:13 PM GMT+0

Morningstar’s Analysis ISCTX

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

People Pillar

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

The combination of an Average People Pillar rating and a Low Process Pillar rating limit Voya SmallCap Opportunities Port S2 to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings ISCTX

More ISCTX Holdings
  • Current Portfolio Date
  • Equity Holdings 101
  • Bond Holdings 0
  • Other Holdings 3
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Maximus Inc

2.41
4,785,029
Industrials

Chart Industries Inc

2.33
4,636,933
Industrials

Weatherford International PLC Ordinary Shares - New

2.25
4,472,650
Energy

Churchill Downs Inc

2.19
4,349,722
Consumer Cyclical

Littelfuse Inc

2.08
4,131,193
Technology

Natera Inc

2.00
3,976,315
Healthcare

Morgan Stanley Instl Lqudty Govt Instl

1.82
3,626,000
Cash and Equivalents

Construction Partners Inc Class A

1.68
3,329,814
Industrials

Varonis Systems Inc

1.67
3,311,652
Technology

Tenet Healthcare Corp

1.58
3,131,563
Healthcare